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 | $169,952 | $148,534+14.4% | $135,903+25.1% | $139,434+21.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.47% | 79.19%-68.7pp | 68.23%-57.8pp | 372.94%-362.5pp |
| Employer contribution / active EE | $7,725 | $5,243+47.3% | $4,856+59.1% | $4,751+62.6% |
| Participant deferral / active EE | $14,357 | $8,100+77.2% | $7,758+85.1% | $6,710+114.0% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |