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 | $164,645 | $185,822-11.4% | $169,993-3.1% | $139,434+18.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.10% | 60.50%-50.4pp | 53.37%-43.3pp | 372.94%-362.8pp |
| Employer contribution / active EE | $4,324 | $7,590-43.0% | $6,785-36.3% | $4,751-9.0% |
| Participant deferral / active EE | $14,091 | $11,622+21.2% | $10,408+35.4% | $6,710+110.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |