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 6-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 | $150,547 | $165,335-8.9% | $149,696+0.6% | $158,922-5.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.65% | 348.15%-342.5pp | 276.60%-270.9pp | 302.83%-297.2pp |
| Employer contribution / active EE | $10,206 | $5,103+100.0% | $4,644+119.8% | $4,761+114.4% |
| Participant deferral / active EE | $16,613 | $7,181+131.3% | $6,842+142.8% | $5,982+177.7% |
| Admin fee / account holder | $8 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |