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 | $100,925 | $165,335-39.0% | $149,696-32.6% | $158,922-36.5% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 6.59% | 348.15%-341.6pp | 276.60%-270.0pp | 302.83%-296.2pp |
| Employer contribution / active EE | $2,659 | $5,103-47.9% | $4,644-42.7% | $4,761-44.2% |
| Participant deferral / active EE | $5,238 | $7,181-27.1% | $6,842-23.4% | $5,982-12.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |