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 8-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 | $140,036 | $74,888+87.0% | $71,209+96.7% | $142,382-1.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 4.63% | 345.14%-340.5pp | 282.51%-277.9pp | 217.08%-212.4pp |
| Employer contribution / active EE | $12,136 | $2,854+325.2% | $2,721+346.0% | $4,299+182.3% |
| Participant deferral / active EE | $9,708 | $4,454+117.9% | $4,175+132.5% | $6,507+49.2% |
| Admin fee / account holder | $205 | $5,568-96.3% | $5,349-96.2% | $12,624-98.4% |