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 9-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 | $131,575 | $162,781-19.2% | $133,956-1.8% | $158,922-17.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.42% | 41.94%-36.5pp | 45.09%-39.7pp | 302.83%-297.4pp |
| Employer contribution / active EE | $5,222 | $4,975+5.0% | $3,919+33.3% | $4,761+9.7% |
| Participant deferral / active EE | $10,054 | $5,911+70.1% | $5,048+99.2% | $5,982+68.1% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |