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 | $184,353 | $159,901+15.3% | $146,958+25.4% | $145,922+26.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.85% | 98.13%-91.3pp | 418.34%-411.5pp | 561.29%-554.4pp |
| Employer contribution / active EE | $6,691 | $5,286+26.6% | $4,933+35.6% | $4,660+43.6% |
| Participant deferral / active EE | $8,691 | $8,428+3.1% | $8,070+7.7% | $6,688+30.0% |
| Admin fee / account holder | $72 | $15,044-99.5% | $12,998-99.4% | $13,397-99.5% |