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 | $208,504 | $70,756+194.7% | $65,493+218.4% | $142,382+46.4% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 6.43% | 1754.89%-1748.5pp | 982.45%-976.0pp | 217.08%-210.6pp |
| Employer contribution / active EE | $4,760 | $2,881+65.2% | $2,574+84.9% | $4,299+10.7% |
| Participant deferral / active EE | $15,450 | $4,637+233.2% | $3,961+290.0% | $6,507+137.4% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |