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 | $137,945 | $209,411-34.1% | $178,490-22.7% | $158,922-13.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.72% | 188.75%-185.0pp | 151.07%-147.4pp | 302.83%-299.1pp |
| Employer contribution / active EE | $16,197 | $5,706+183.8% | $5,011+223.3% | $4,761+240.2% |
| Participant deferral / active EE | $13,088 | $5,954+119.8% | $5,202+151.6% | $5,982+118.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |