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 | $121,780 | $148,534-18.0% | $135,903-10.4% | $139,434-12.7% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.2pp |
| Annual return | 7.36% | 79.19%-71.8pp | 68.23%-60.9pp | 372.94%-365.6pp |
| Employer contribution / active EE | $4,730 | $5,243-9.8% | $4,856-2.6% | $4,751-0.4% |
| Participant deferral / active EE | $12,611 | $8,100+55.7% | $7,758+62.6% | $6,710+87.9% |
| Admin fee / account holder | $256 | $12,400-97.9% | $10,762-97.6% | $11,403-97.8% |