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 | $165,319 | $74,888+120.8% | $71,209+132.2% | $142,382+16.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.82% | 345.14%-332.3pp | 282.51%-269.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,338 | $2,854+52.0% | $2,721+59.4% | $4,299+0.9% |
| Participant deferral / active EE | $14,998 | $4,454+236.7% | $4,175+259.2% | $6,507+130.5% |
| Admin fee / account holder | $37 | $5,568-99.3% | $5,349-99.3% | $12,624-99.7% |