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 4-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 | $127,526 | $189,613-32.7% | $167,512-23.9% | $142,382-10.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 10.05% | 2024.68%-2014.6pp | 1615.79%-1605.7pp | 217.08%-207.0pp |
| Employer contribution / active EE | $8,136 | $4,349+87.1% | $3,882+109.6% | $4,299+89.2% |
| Participant deferral / active EE | $7,268 | $6,981+4.1% | $6,405+13.5% | $6,507+11.7% |
| Admin fee / account holder | $139 | $10,528-98.7% | $9,769-98.6% | $12,624-98.9% |