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 | $237,171 | $175,202+35.4% | $149,673+58.5% | $139,434+70.1% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 6.83% | 166.71%-159.9pp | 134.42%-127.6pp | 372.94%-366.1pp |
| Employer contribution / active EE | $2,507 | $5,474-54.2% | $4,818-48.0% | $4,751-47.2% |
| Participant deferral / active EE | $3,943 | $6,519-39.5% | $5,680-30.6% | $6,710-41.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |