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 | $190,907 | $74,888+154.9% | $71,209+168.1% | $142,382+34.1% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 12.82% | 345.14%-332.3pp | 282.51%-269.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,195 | $2,854-58.1% | $2,721-56.1% | $4,299-72.2% |
| Participant deferral / active EE | $5,726 | $4,454+28.6% | $4,175+37.2% | $6,507-12.0% |
| Admin fee / account holder | $68 | $5,568-98.8% | $5,349-98.7% | $12,624-99.5% |