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 | $103,044 | $124,281-17.1% | $109,143-5.6% | $167,490-38.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.30% | 26.04%-18.7pp | 25.75%-18.5pp | 478.56%-471.3pp |
| Employer contribution / active EE | $6,331 | $4,207+50.5% | $3,722+70.1% | $4,837+30.9% |
| Participant deferral / active EE | $8,843 | $5,255+68.3% | $4,653+90.0% | $6,341+39.4% |
| Admin fee / account holder | $177 | $7,970-97.8% | $6,752-97.4% | $12,309-98.6% |