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 | $109,279 | $135,952-19.6% | $123,892-11.8% | $273,961-60.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.15% | 56.63%-54.5pp | 47.52%-45.4pp | 41.45%-39.3pp |
| Employer contribution / active EE | $6,601 | $5,170+27.7% | $4,617+43.0% | $4,869+35.6% |
| Participant deferral / active EE | $7,867 | $6,343+24.0% | $5,984+31.5% | $5,287+48.8% |
| Admin fee / account holder | $85 | $9,817-99.1% | $8,357-99.0% | $10,132-99.2% |