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 | $175,164 | $157,256+11.4% | $141,162+24.1% | $152,861+14.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.70% | 64.32%-51.6pp | 71.39%-58.7pp | 345.32%-332.6pp |
| Employer contribution / active EE | $12,578 | $5,261+139.1% | $4,735+165.6% | $4,762+164.1% |
| Participant deferral / active EE | $8,771 | $7,109+23.4% | $6,709+30.7% | $5,850+49.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |