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 | $110,142 | $99,020+11.2% | $86,590+27.2% | $147,584-25.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.68% | 1312.34%-1303.7pp | 964.84%-956.2pp | 578.55%-569.9pp |
| Employer contribution / active EE | $10,586 | $3,132+238.0% | $2,839+272.8% | $4,876+117.1% |
| Participant deferral / active EE | $6,651 | $3,972+67.4% | $3,609+84.3% | $5,439+22.3% |
| Admin fee / account holder | $222 | $5,710-96.1% | $4,906-95.5% | $10,885-98.0% |