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 | $227,934 | $214,378+6.3% | $200,582+13.6% | $142,382+60.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 5.07% | 46.41%-41.3pp | 42.33%-37.3pp | 217.08%-212.0pp |
| Employer contribution / active EE | $4,883 | $6,841-28.6% | $6,419-23.9% | $4,299+13.6% |
| Participant deferral / active EE | $23,250 | $9,865+135.7% | $9,331+149.2% | $6,507+257.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |