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 | $225,931 | $201,272+12.3% | $184,203+22.7% | $145,922+54.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.63% | 29.00%-21.4pp | 28.81%-21.2pp | 561.29%-553.7pp |
| Employer contribution / active EE | $22,713 | $7,022+223.5% | $6,427+253.4% | $4,660+387.4% |
| Participant deferral / active EE | $16,500 | $9,806+68.3% | $9,131+80.7% | $6,688+146.7% |
| Admin fee / account holder | $71 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |