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 | $95,512 | $148,534-35.7% | $135,903-29.7% | $139,434-31.5% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 11.29% | 79.19%-67.9pp | 68.23%-56.9pp | 372.94%-361.7pp |
| Employer contribution / active EE | $2,963 | $5,243-43.5% | $4,856-39.0% | $4,751-37.6% |
| Participant deferral / active EE | $5,245 | $8,100-35.2% | $7,758-32.4% | $6,710-21.8% |
| Admin fee / account holder | $14 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |