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 | $191,558 | $180,449+6.2% | $154,107+24.3% | $135,375+41.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.30% | 888.09%-899.4pp | 735.12%-746.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $11,232 | $6,035+86.1% | $5,298+112.0% | $4,779+135.0% |
| Participant deferral / active EE | $21,751 | $5,806+274.6% | $5,081+328.1% | $5,609+287.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |