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 | $242,879 | $201,272+20.7% | $184,203+31.9% | $145,922+66.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.40% | 29.00%-23.6pp | 28.81%-23.4pp | 561.29%-555.9pp |
| Employer contribution / active EE | $13,779 | $7,022+96.2% | $6,427+114.4% | $4,660+195.7% |
| Participant deferral / active EE | $15,900 | $9,806+62.1% | $9,131+74.1% | $6,688+137.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |