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 | $215,599 | $117,841+83.0% | $102,423+110.5% | $145,922+47.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 4.95% | 31.65%-26.7pp | 29.32%-24.4pp | 561.29%-556.3pp |
| Employer contribution / active EE | $2,050 | $3,615-43.3% | $3,023-32.2% | $4,660-56.0% |
| Participant deferral / active EE | $4,808 | $5,731-16.1% | $5,053-4.8% | $6,688-28.1% |
| Admin fee / account holder | $58 | $13,326-99.6% | $9,451-99.4% | $13,397-99.6% |