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 | $191,208 | $157,256+21.6% | $141,162+35.5% | $152,861+25.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.15% | 64.32%-51.2pp | 71.39%-58.2pp | 345.32%-332.2pp |
| Employer contribution / active EE | $967 | $5,261-81.6% | $4,735-79.6% | $4,762-79.7% |
| Participant deferral / active EE | $4,767 | $7,109-33.0% | $6,709-29.0% | $5,850-18.5% |
| Admin fee / account holder | $60 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |