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 | $144,778 | $74,888+93.3% | $71,209+103.3% | $142,382+1.7% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 11.66% | 345.14%-333.5pp | 282.51%-270.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $5,116 | $2,854+79.2% | $2,721+88.0% | $4,299+19.0% |
| Participant deferral / active EE | $1,829 | $4,454-58.9% | $4,175-56.2% | $6,507-71.9% |
| Admin fee / account holder | $152 | $5,568-97.3% | $5,349-97.2% | $12,624-98.8% |