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 | $168,779 | $176,056-4.1% | $159,436+5.9% | $167,490+0.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.64% | 331.75%-323.1pp | 263.57%-254.9pp | 478.56%-469.9pp |
| Employer contribution / active EE | $15,530 | $5,297+193.2% | $4,829+221.6% | $4,837+221.0% |
| Participant deferral / active EE | $8,035 | $7,750+3.7% | $7,352+9.3% | $6,341+26.7% |
| Admin fee / account holder | $15 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |