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 | $190,039 | $150,440+26.3% | $136,294+39.4% | $147,584+28.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 9.21% | 1049.08%-1039.9pp | 5155.94%-5146.7pp | 578.55%-569.3pp |
| Employer contribution / active EE | $10,173 | $5,256+93.6% | $4,695+116.7% | $4,876+108.6% |
| Participant deferral / active EE | $4,141 | $6,630-37.6% | $6,247-33.7% | $5,439-23.9% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |