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 | $139,115 | $109,817+26.7% | $98,442+41.3% | $167,490-16.9% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 6.99% | 1956.69%-1949.7pp | 1492.73%-1485.7pp | 478.56%-471.6pp |
| Employer contribution / active EE | $9,738 | $3,224+202.1% | $2,960+229.0% | $4,837+101.3% |
| Participant deferral / active EE | $10,897 | $4,673+133.2% | $4,276+154.8% | $6,341+71.8% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |