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 | $171,995 | $202,318-15.0% | $172,739-0.4% | $152,861+12.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.48% | 1029.65%-1027.2pp | 802.84%-800.4pp | 345.32%-342.8pp |
| Employer contribution / active EE | $5,707 | $5,856-2.5% | $5,143+11.0% | $4,762+19.8% |
| Participant deferral / active EE | $11,579 | $5,948+94.7% | $5,198+122.8% | $5,850+97.9% |
| Admin fee / account holder | $63 | $17,109-99.6% | $13,954-99.6% | $11,596-99.5% |