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 | $95,506 | $209,832-54.5% | $189,513-49.6% | $167,490-43.0% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 8.72% | 748.27%-739.6pp | 555.15%-546.4pp | 478.56%-469.8pp |
| Employer contribution / active EE | $9,543 | $6,914+38.0% | $6,162+54.9% | $4,837+97.3% |
| Participant deferral / active EE | $7,279 | $8,935-18.5% | $8,221-11.5% | $6,341+14.8% |
| Admin fee / account holder | $98 | $14,293-99.3% | $12,045-99.2% | $12,309-99.2% |