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 | $238,864 | $74,888+219.0% | $71,209+235.4% | $142,382+67.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 5.85% | 345.14%-339.3pp | 282.51%-276.7pp | 217.08%-211.2pp |
| Employer contribution / active EE | $2,430 | $2,854-14.9% | $2,721-10.7% | $4,299-43.5% |
| Participant deferral / active EE | $10,669 | $4,454+139.5% | $4,175+155.5% | $6,507+64.0% |
| Admin fee / account holder | $79 | $5,568-98.6% | $5,349-98.5% | $12,624-99.4% |