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 | $159,961 | $150,440+6.3% | $136,294+17.4% | $147,584+8.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.39% | 1049.08%-1041.7pp | 5155.94%-5148.5pp | 578.55%-571.2pp |
| Employer contribution / active EE | $6,296 | $5,256+19.8% | $4,695+34.1% | $4,876+29.1% |
| Participant deferral / active EE | $4,772 | $6,630-28.0% | $6,247-23.6% | $5,439-12.3% |
| Admin fee / account holder | $254 | $10,905-97.7% | $9,243-97.2% | $10,885-97.7% |