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 | $85,977 | $114,237-24.7% | $119,258-27.9% | $167,490-48.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 9.50% | 29.87%-20.4pp | 30.69%-21.2pp | 478.56%-469.1pp |
| Employer contribution / active EE | $6,636 | $4,481+48.1% | $4,384+51.4% | $4,837+37.2% |
| Participant deferral / active EE | $6,853 | $6,084+12.6% | $6,111+12.1% | $6,341+8.1% |
| Admin fee / account holder | $171 | $8,932-98.1% | $7,226-97.6% | $12,309-98.6% |