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 | $179,405 | $114,381+56.8% | $107,525+66.8% | $142,382+26.0% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 9.92% | 242.71%-232.8pp | 181.32%-171.4pp | 217.08%-207.2pp |
| Employer contribution / active EE | $2,219 | $4,015-44.7% | $3,754-40.9% | $4,299-48.4% |
| Participant deferral / active EE | $9,673 | $5,564+73.8% | $5,116+89.1% | $6,507+48.6% |
| Admin fee / account holder | $143 | $9,860-98.5% | $8,919-98.4% | $12,624-98.9% |