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 | $129,150 | $111,754+15.6% | $103,333+25.0% | $145,922-11.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.40% | 24.77%-16.4pp | 24.88%-16.5pp | 561.29%-552.9pp |
| Employer contribution / active EE | $4,874 | $4,212+15.7% | $3,868+26.0% | $4,660+4.6% |
| Participant deferral / active EE | $9,806 | $5,619+74.5% | $5,057+93.9% | $6,688+46.6% |
| Admin fee / account holder | $228 | $9,750-97.7% | $8,355-97.3% | $13,397-98.3% |