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 | $168,691 | $209,832-19.6% | $189,513-11.0% | $167,490+0.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.10% | 748.27%-739.2pp | 555.15%-546.1pp | 478.56%-469.5pp |
| Employer contribution / active EE | $15,089 | $6,914+118.3% | $6,162+144.9% | $4,837+211.9% |
| Participant deferral / active EE | $9,413 | $8,935+5.4% | $8,221+14.5% | $6,341+48.4% |
| Admin fee / account holder | $59 | $14,293-99.6% | $12,045-99.5% | $12,309-99.5% |