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 | $236,404 | $171,865+37.6% | $149,718+57.9% | $147,584+60.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 3.28% | 2113.22%-2109.9pp | 1501.63%-1498.3pp | 578.55%-575.3pp |
| Employer contribution / active EE | $5,900 | $6,275-6.0% | $5,445+8.4% | $4,876+21.0% |
| Participant deferral / active EE | $9,495 | $7,271+30.6% | $6,569+44.5% | $5,439+74.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |