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 | $191,257 | $180,449+6.0% | $154,107+24.1% | $135,375+41.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.64% | 888.09%-899.7pp | 735.12%-746.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $7,548 | $6,035+25.1% | $5,298+42.5% | $4,779+57.9% |
| Participant deferral / active EE | $7,080 | $5,806+21.9% | $5,081+39.4% | $5,609+26.2% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |