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 | $192,313 | $83,337+130.8% | $67,834+183.5% | $273,961-29.8% |
| Participation rate | 95.0% | 76.4%+18.6pp | 68.8%+26.2pp | 83.0%+12.0pp |
| Annual return | 1.02% | 259.45%-258.4pp | 138.47%-137.4pp | 41.45%-40.4pp |
| Employer contribution / active EE | $2,859 | $3,287-13.0% | $2,403+19.0% | $4,869-41.3% |
| Participant deferral / active EE | $6,988 | $4,088+70.9% | $3,160+121.2% | $5,287+32.2% |
| Admin fee / account holder | $241 | $6,752-96.4% | $4,622-94.8% | $10,132-97.6% |