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 | $177,132 | $175,202+1.1% | $149,673+18.3% | $139,434+27.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.47% | 166.71%-157.2pp | 134.42%-125.0pp | 372.94%-363.5pp |
| Employer contribution / active EE | $4,273 | $5,474-21.9% | $4,818-11.3% | $4,751-10.1% |
| Participant deferral / active EE | $2,757 | $6,519-57.7% | $5,680-51.5% | $6,710-58.9% |
| Admin fee / account holder | $79 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |