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 | $125,373 | $148,534-15.6% | $135,903-7.7% | $139,434-10.1% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 10.84% | 79.19%-68.4pp | 68.23%-57.4pp | 372.94%-362.1pp |
| Employer contribution / active EE | $3,576 | $5,243-31.8% | $4,856-26.4% | $4,751-24.7% |
| Participant deferral / active EE | $9,210 | $8,100+13.7% | $7,758+18.7% | $6,710+37.3% |
| Admin fee / account holder | $231 | $12,400-98.1% | $10,762-97.9% | $11,403-98.0% |