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 | $224,053 | $90,348+148.0% | $75,972+194.9% | $145,922+53.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.97% | 620.88%-612.9pp | 359.55%-351.6pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,076 | $3,311-37.3% | $2,685-22.7% | $4,660-55.4% |
| Participant deferral / active EE | $13,200 | $5,162+155.7% | $4,255+210.2% | $6,688+97.4% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |