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 | $130,047 | $74,888+73.7% | $71,209+82.6% | $142,382-8.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 11.33% | 345.14%-333.8pp | 282.51%-271.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,196 | $2,854-58.1% | $2,721-56.0% | $4,299-72.2% |
| Participant deferral / active EE | $5,260 | $4,454+18.1% | $4,175+26.0% | $6,507-19.2% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |