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 | $153,454 | $183,963-16.6% | $162,163-5.4% | $152,861+0.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 5.76% | 150.76%-145.0pp | 115.59%-109.8pp | 345.32%-339.6pp |
| Employer contribution / active EE | $10,700 | $6,371+68.0% | $5,614+90.6% | $4,762+124.7% |
| Participant deferral / active EE | $6,460 | $8,034-19.6% | $7,298-11.5% | $5,850+10.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |