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 | $248,775 | $117,983+110.9% | $101,794+144.4% | $142,382+74.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.2%+2.2pp | 80.1%-8.7pp |
| Annual return | 9.36% | 36.92%-27.6pp | 30.53%-21.2pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,346 | $2,773-51.5% | $2,289-41.2% | $4,299-68.7% |
| Participant deferral / active EE | $7,649 | $4,714+62.3% | $4,084+87.3% | $6,507+17.5% |
| Admin fee / account holder | $71 | $10,433-99.3% | $8,777-99.2% | $12,624-99.4% |