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 | $244,024 | $111,754+118.4% | $103,333+136.2% | $145,922+67.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.21% | 24.77%-18.6pp | 24.88%-18.7pp | 561.29%-555.1pp |
| Employer contribution / active EE | $1,095 | $4,212-74.0% | $3,868-71.7% | $4,660-76.5% |
| Participant deferral / active EE | $7,191 | $5,619+28.0% | $5,057+42.2% | $6,688+7.5% |
| Admin fee / account holder | $56 | $9,750-99.4% | $8,355-99.3% | $13,397-99.6% |