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 | $121,248 | $91,190+33.0% | $178,490-32.1% | $79,858+51.8% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 9.24% | 24.19%-15.0pp | 151.07%-141.8pp | 31.71%-22.5pp |
| Employer contribution / active EE | $3,883 | $3,256+19.3% | $5,011-22.5% | $2,471+57.2% |
| Participant deferral / active EE | $6,631 | $3,236+104.9% | $5,202+27.5% | $3,740+77.3% |
| Admin fee / account holder | $298 | $6,751-95.6% | $13,984-97.9% | $5,306-94.4% |