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 | $217,689 | $179,726+21.1% | $156,263+39.3% | $142,382+52.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 5.45% | 77.86%-72.4pp | 59.47%-54.0pp | 217.08%-211.6pp |
| Employer contribution / active EE | $4,451 | $5,069-12.2% | $4,333+2.7% | $4,299+3.5% |
| Participant deferral / active EE | $6,813 | $6,956-2.1% | $6,158+10.6% | $6,507+4.7% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |