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 4-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 | $205,775 | $159,602+28.9% | $150,045+37.1% | $142,382+44.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.72% | 70.24%-59.5pp | 62.55%-51.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $5,250 | $4,961+5.8% | $4,693+11.9% | $4,299+22.1% |
| Participant deferral / active EE | $22,500 | $8,310+170.8% | $7,997+181.4% | $6,507+245.8% |
| Admin fee / account holder | $120 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |