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 | $148,561 | $162,781-8.7% | $133,956+10.9% | $158,922-6.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.31% | 41.94%-37.6pp | 45.09%-40.8pp | 302.83%-298.5pp |
| Employer contribution / active EE | $5,667 | $4,975+13.9% | $3,919+44.6% | $4,761+19.0% |
| Participant deferral / active EE | $3,321 | $5,911-43.8% | $5,048-34.2% | $5,982-44.5% |
| Admin fee / account holder | $79 | $11,736-99.3% | $8,927-99.1% | $11,246-99.3% |