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 | $238,019 | $102,966+131.2% | $90,281+163.6% | $152,861+55.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.19% | 95.16%-89.0pp | 78.10%-71.9pp | 345.32%-339.1pp |
| Employer contribution / active EE | $15,689 | $3,139+399.8% | $2,854+449.6% | $4,762+229.4% |
| Participant deferral / active EE | $22,000 | $4,281+413.8% | $3,885+466.2% | $5,850+276.1% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |