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 | $161,458 | $177,572-9.1% | $154,803+4.3% | $142,382+13.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.02% | 65.07%-59.0pp | 58.88%-52.9pp | 217.08%-211.1pp |
| Employer contribution / active EE | $13,108 | $4,810+172.5% | $4,305+204.4% | $4,299+204.9% |
| Participant deferral / active EE | $13,578 | $6,272+116.5% | $5,540+145.1% | $6,507+108.7% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |