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 | $129,272 | $171,865-24.8% | $149,718-13.7% | $147,584-12.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.59% | 2113.22%-2104.6pp | 1501.63%-1493.0pp | 578.55%-570.0pp |
| Employer contribution / active EE | $15,518 | $6,275+147.3% | $5,445+185.0% | $4,876+218.2% |
| Participant deferral / active EE | $9,922 | $7,271+36.5% | $6,569+51.0% | $5,439+82.4% |
| Admin fee / account holder | $210 | $13,799-98.5% | $11,283-98.1% | $10,885-98.1% |