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 | $231,856 | $183,519+26.3% | $155,509+49.1% | $145,922+58.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.93% | 61.17%-55.2pp | 64.67%-58.7pp | 561.29%-555.4pp |
| Employer contribution / active EE | $35,455 | $5,313+567.4% | $4,672+658.8% | $4,660+660.9% |
| Participant deferral / active EE | $11,500 | $6,462+78.0% | $5,626+104.4% | $6,688+72.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |