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 | $189,533 | $114,381+65.7% | $107,525+76.3% | $142,382+33.1% |
| Participation rate | 91.7% | 78.1%+13.5pp | 75.1%+16.6pp | 80.1%+11.5pp |
| Annual return | 8.82% | 242.71%-233.9pp | 181.32%-172.5pp | 217.08%-208.3pp |
| Employer contribution / active EE | $8,632 | $4,015+115.0% | $3,754+130.0% | $4,299+100.8% |
| Participant deferral / active EE | $11,229 | $5,564+101.8% | $5,116+119.5% | $6,507+72.6% |
| Admin fee / account holder | $275 | $9,860-97.2% | $8,919-96.9% | $12,624-97.8% |