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 | $171,888 | $74,888+129.5% | $71,209+141.4% | $142,382+20.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 7.04% | 345.14%-338.1pp | 282.51%-275.5pp | 217.08%-210.0pp |
| Employer contribution / active EE | $4,442 | $2,854+55.6% | $2,721+63.2% | $4,299+3.3% |
| Participant deferral / active EE | $14,354 | $4,454+222.2% | $4,175+243.8% | $6,507+120.6% |
| Admin fee / account holder | $58 | $5,568-99.0% | $5,349-98.9% | $12,624-99.5% |