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 | $119,069 | $126,574-5.9% | $106,213+12.1% | $145,922-18.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.91% | 224.79%-216.9pp | 116.14%-108.2pp | 561.29%-553.4pp |
| Employer contribution / active EE | $8,266 | $3,730+121.6% | $3,171+160.6% | $4,660+77.4% |
| Participant deferral / active EE | $8,059 | $5,724+40.8% | $5,016+60.7% | $6,688+20.5% |
| Admin fee / account holder | $0 | $17,304-100.0% | $11,033-100.0% | $13,397-100.0% |