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 | $195,434 | $179,726+8.7% | $156,263+25.1% | $142,382+37.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 4.11% | 77.86%-73.8pp | 59.47%-55.4pp | 217.08%-213.0pp |
| Employer contribution / active EE | $4,440 | $5,069-12.4% | $4,333+2.5% | $4,299+3.3% |
| Participant deferral / active EE | $7,750 | $6,956+11.4% | $6,158+25.8% | $6,507+19.1% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |