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 | $111,521 | $107,334+3.9% | $92,893+20.1% | $152,861-27.0% |
| Participation rate | 94.1% | 79.8%+14.3pp | 76.0%+18.1pp | 82.4%+11.7pp |
| Annual return | 4.49% | 145.58%-141.1pp | 109.41%-104.9pp | 345.32%-340.8pp |
| Employer contribution / active EE | $882 | $4,221-79.1% | $3,653-75.8% | $4,762-81.5% |
| Participant deferral / active EE | $7,906 | $4,845+63.2% | $4,236+86.6% | $5,850+35.1% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |