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 | $156,364 | $74,888+108.8% | $71,209+119.6% | $142,382+9.8% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 12.18% | 345.14%-333.0pp | 282.51%-270.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $10,637 | $2,854+272.7% | $2,721+290.9% | $4,299+147.4% |
| Participant deferral / active EE | $6,174 | $4,454+38.6% | $4,175+47.9% | $6,507-5.1% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |