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 | $177,773 | $109,817+61.9% | $98,442+80.6% | $167,490+6.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 6.63% | 1956.69%-1950.1pp | 1492.73%-1486.1pp | 478.56%-471.9pp |
| Employer contribution / active EE | $3,414 | $3,224+5.9% | $2,960+15.3% | $4,837-29.4% |
| Participant deferral / active EE | $5,486 | $4,673+17.4% | $4,276+28.3% | $6,341-13.5% |
| Admin fee / account holder | $186 | $6,753-97.2% | $5,949-96.9% | $12,309-98.5% |