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 | $164,720 | $115,770+42.3% | $101,248+62.7% | $158,922+3.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.61% | 56.14%-50.5pp | 46.47%-40.9pp | 302.83%-297.2pp |
| Employer contribution / active EE | $3,144 | $4,175-24.7% | $3,660-14.1% | $4,761-34.0% |
| Participant deferral / active EE | $13,925 | $4,957+180.9% | $4,370+218.6% | $5,982+132.8% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |