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 | $249,124 | $165,335+50.7% | $149,696+66.4% | $158,922+56.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.57% | 348.15%-342.6pp | 276.60%-271.0pp | 302.83%-297.3pp |
| Employer contribution / active EE | $6,927 | $5,103+35.7% | $4,644+49.2% | $4,761+45.5% |
| Participant deferral / active EE | $9,896 | $7,181+37.8% | $6,842+44.6% | $5,982+65.4% |
| Admin fee / account holder | $15 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |