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 | $239,801 | $227,553+5.4% | $189,557+26.5% | $167,490+43.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 3.88% | 78.40%-74.5pp | 64.17%-60.3pp | 478.56%-474.7pp |
| Employer contribution / active EE | $4,601 | $5,316-13.5% | $4,412+4.3% | $4,837-4.9% |
| Participant deferral / active EE | $19,463 | $7,002+178.0% | $6,174+215.3% | $6,341+206.9% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |