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 | $241,398 | $109,881+119.7% | $150,045+60.9% | $84,808+184.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 13.91% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $3,339 | $3,561-6.2% | $4,693-28.8% | $2,631+26.9% |
| Participant deferral / active EE | $10,730 | $6,636+61.7% | $7,997+34.2% | $4,212+154.8% |
| Admin fee / account holder | $14 | $8,568-99.8% | $13,435-99.9% | $7,344-99.8% |