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 | $127,141 | $74,888+69.8% | $71,209+78.5% | $142,382-10.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 3.77% | 345.14%-341.4pp | 282.51%-278.7pp | 217.08%-213.3pp |
| Employer contribution / active EE | $12,006 | $2,854+320.6% | $2,721+341.2% | $4,299+179.3% |
| Participant deferral / active EE | $1,201 | $4,454-73.0% | $4,175-71.2% | $6,507-81.5% |
| Admin fee / account holder | $120 | $5,568-97.8% | $5,349-97.8% | $12,624-99.0% |