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 | $126,664 | $150,440-15.8% | $136,294-7.1% | $147,584-14.2% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 8.12% | 1049.08%-1041.0pp | 5155.94%-5147.8pp | 578.55%-570.4pp |
| Employer contribution / active EE | $12,778 | $5,256+143.1% | $4,695+172.1% | $4,876+162.0% |
| Participant deferral / active EE | $7,772 | $6,630+17.2% | $6,247+24.4% | $5,439+42.9% |
| Admin fee / account holder | $109 | $10,905-99.0% | $9,243-98.8% | $10,885-99.0% |