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 5-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 | $196,619 | $100,773+95.1% | $88,946+121.1% | $142,382+38.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 7.04% | 70.18%-63.1pp | 57.82%-50.8pp | 217.08%-210.0pp |
| Employer contribution / active EE | $15,000 | $2,918+414.1% | $2,555+487.1% | $4,299+248.9% |
| Participant deferral / active EE | $23,000 | $5,230+339.7% | $4,581+402.0% | $6,507+253.5% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |