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 9-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 | $231,978 | $167,484+38.5% | $151,611+53.0% | $134,475+72.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -32.79% | 7.80%-40.6pp | 3.33%-36.1pp | 417.96%-450.8pp |
| Employer contribution / active EE | $11,596 | $6,829+69.8% | $6,166+88.1% | $4,740+144.7% |
| Participant deferral / active EE | $11,300 | $8,986+25.8% | $8,363+35.1% | $6,400+76.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |