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 | $202,274 | $185,822+8.9% | $169,993+19.0% | $139,434+45.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 10.55% | 60.50%-49.9pp | 53.37%-42.8pp | 372.94%-362.4pp |
| Employer contribution / active EE | $14,313 | $7,590+88.6% | $6,785+110.9% | $4,751+201.3% |
| Participant deferral / active EE | $15,650 | $11,622+34.7% | $10,408+50.4% | $6,710+133.2% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |