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 | $181,451 | $183,963-1.4% | $162,163+11.9% | $152,861+18.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 2.18% | 150.76%-148.6pp | 115.59%-113.4pp | 345.32%-343.1pp |
| Employer contribution / active EE | $2,010 | $6,371-68.4% | $5,614-64.2% | $4,762-57.8% |
| Participant deferral / active EE | $15,867 | $8,034+97.5% | $7,298+117.4% | $5,850+171.2% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |