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 | $234,918 | $165,335+42.1% | $149,696+56.9% | $158,922+47.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 1.55% | 348.15%-346.6pp | 276.60%-275.1pp | 302.83%-301.3pp |
| Employer contribution / active EE | $2,801 | $5,103-45.1% | $4,644-39.7% | $4,761-41.2% |
| Participant deferral / active EE | $7,545 | $7,181+5.1% | $6,842+10.3% | $5,982+26.1% |
| Admin fee / account holder | $270 | $10,807-97.5% | $9,309-97.1% | $11,246-97.6% |