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 | $110,014 | $202,318-45.6% | $172,739-36.3% | $152,861-28.0% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 4.69% | 1029.65%-1025.0pp | 802.84%-798.2pp | 345.32%-340.6pp |
| Employer contribution / active EE | $11,417 | $5,856+95.0% | $5,143+122.0% | $4,762+139.7% |
| Participant deferral / active EE | $10,967 | $5,948+84.4% | $5,198+111.0% | $5,850+87.5% |
| Admin fee / account holder | $227 | $17,109-98.7% | $13,954-98.4% | $11,596-98.0% |