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 6-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 | $171,252 | $148,534+15.3% | $135,903+26.0% | $139,434+22.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 8.90% | 79.19%-70.3pp | 68.23%-59.3pp | 372.94%-364.0pp |
| Employer contribution / active EE | $5,509 | $5,243+5.1% | $4,856+13.4% | $4,751+16.0% |
| Participant deferral / active EE | $9,565 | $8,100+18.1% | $7,758+23.3% | $6,710+42.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |