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 | $168,634 | $183,519-8.1% | $155,509+8.4% | $145,922+15.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.87% | 61.17%-56.3pp | 64.67%-59.8pp | 561.29%-556.4pp |
| Employer contribution / active EE | $14,610 | $5,313+175.0% | $4,672+212.7% | $4,660+213.5% |
| Participant deferral / active EE | $7,375 | $6,462+14.1% | $5,626+31.1% | $6,688+10.3% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |