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 | $110,834 | $176,056-37.0% | $159,436-30.5% | $167,490-33.8% |
| Participation rate | 89.5% | 84.9%+4.5pp | 82.8%+6.7pp | 82.1%+7.4pp |
| Annual return | 7.86% | 331.75%-323.9pp | 263.57%-255.7pp | 478.56%-470.7pp |
| Employer contribution / active EE | $3,869 | $5,297-27.0% | $4,829-19.9% | $4,837-20.0% |
| Participant deferral / active EE | $4,413 | $7,750-43.1% | $7,352-40.0% | $6,341-30.4% |
| Admin fee / account holder | $33 | $12,554-99.7% | $10,799-99.7% | $12,309-99.7% |