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 | $158,556 | $209,832-24.4% | $189,513-16.3% | $167,490-5.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 5.31% | 748.27%-743.0pp | 555.15%-549.8pp | 478.56%-473.3pp |
| Employer contribution / active EE | $9,897 | $6,914+43.2% | $6,162+60.6% | $4,837+104.6% |
| Participant deferral / active EE | $9,071 | $8,935+1.5% | $8,221+10.3% | $6,341+43.1% |
| Admin fee / account holder | $169 | $14,293-98.8% | $12,045-98.6% | $12,309-98.6% |