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 | $198,509 | $159,602+24.4% | $150,045+32.3% | $142,382+39.4% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 10.17% | 70.24%-60.1pp | 62.55%-52.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,608 | $4,961-67.6% | $4,693-65.7% | $4,299-62.6% |
| Participant deferral / active EE | $2,629 | $8,310-68.4% | $7,997-67.1% | $6,507-59.6% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |