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 | $135,425 | $107,334+26.2% | $92,893+45.8% | $152,861-11.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 8.57% | 145.58%-137.0pp | 109.41%-100.8pp | 345.32%-336.7pp |
| Employer contribution / active EE | $1,456 | $4,221-65.5% | $3,653-60.1% | $4,762-69.4% |
| Participant deferral / active EE | $5,767 | $4,845+19.0% | $4,236+36.1% | $5,850-1.4% |
| Admin fee / account holder | $51 | $7,079-99.3% | $5,794-99.1% | $11,596-99.6% |