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 | $80,084 | $109,881-27.1% | $150,045-46.6% | $84,808-5.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 11.12% | 28.25%-17.1pp | 62.55%-51.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $4,823 | $3,561+35.4% | $4,693+2.8% | $2,631+83.3% |
| Participant deferral / active EE | $6,494 | $6,636-2.1% | $7,997-18.8% | $4,212+54.2% |
| Admin fee / account holder | $14 | $8,568-99.8% | $13,435-99.9% | $7,344-99.8% |