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 | $137,717 | $150,440-8.5% | $136,294+1.0% | $147,584-6.7% |
| Participation rate | 70.0% | 84.4%-14.4pp | 81.9%-11.9pp | 82.8%-12.8pp |
| Annual return | 10.14% | 1049.08%-1038.9pp | 5155.94%-5145.8pp | 578.55%-568.4pp |
| Employer contribution / active EE | $2,968 | $5,256-43.5% | $4,695-36.8% | $4,876-39.1% |
| Participant deferral / active EE | $9,422 | $6,630+42.1% | $6,247+50.8% | $5,439+73.2% |
| Admin fee / account holder | $248 | $10,905-97.7% | $9,243-97.3% | $10,885-97.7% |