See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,031 | $177,572-15.5% | $154,803-3.1% | $142,382+5.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 3.87% | 65.07%-61.2pp | 58.88%-55.0pp | 217.08%-213.2pp |
| Employer contribution / active EE | $11,947 | $4,810+148.4% | $4,305+177.5% | $4,299+177.9% |
| Participant deferral / active EE | $6,950 | $6,272+10.8% | $5,540+25.4% | $6,507+6.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |