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 | $174,440 | $150,440+16.0% | $136,294+28.0% | $147,584+18.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 1.56% | 1049.08%-1047.5pp | 5155.94%-5154.4pp | 578.55%-577.0pp |
| Employer contribution / active EE | $2,547 | $5,256-51.5% | $4,695-45.8% | $4,876-47.8% |
| Participant deferral / active EE | $13,359 | $6,630+101.5% | $6,247+113.8% | $5,439+145.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |