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 | $210,919 | $176,056+19.8% | $159,436+32.3% | $167,490+25.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.55% | 331.75%-323.2pp | 263.57%-255.0pp | 478.56%-470.0pp |
| Employer contribution / active EE | $7,150 | $5,297+35.0% | $4,829+48.1% | $4,837+47.8% |
| Participant deferral / active EE | $16,900 | $7,750+118.1% | $7,352+129.9% | $6,341+166.5% |
| Admin fee / account holder | $120 | $12,554-99.0% | $10,799-98.9% | $12,309-99.0% |