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 | $171,959 | $99,341+73.1% | $84,750+102.9% | $273,961-37.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.81% | 22.93%-24.7pp | 22.78%-24.6pp | 41.45%-43.3pp |
| Employer contribution / active EE | $3,945 | $4,214-6.4% | $3,574+10.4% | $4,869-19.0% |
| Participant deferral / active EE | $10,427 | $4,269+144.2% | $3,712+180.9% | $5,287+97.2% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |