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 | $149,240 | $105,859+41.0% | $90,160+65.5% | $147,584+1.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 1.81% | 37.63%-35.8pp | 34.88%-33.1pp | 578.55%-576.7pp |
| Employer contribution / active EE | $17,964 | $4,126+335.4% | $3,318+441.4% | $4,876+268.4% |
| Participant deferral / active EE | $7,445 | $5,733+29.9% | $5,288+40.8% | $5,439+36.9% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |