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 | $94,770 | $214,378-55.8% | $200,582-52.8% | $142,382-33.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 8.16% | 46.41%-38.2pp | 42.33%-34.2pp | 217.08%-208.9pp |
| Employer contribution / active EE | $15,994 | $6,841+133.8% | $6,419+149.2% | $4,299+272.0% |
| Participant deferral / active EE | $16,192 | $9,865+64.1% | $9,331+73.5% | $6,507+148.8% |
| Admin fee / account holder | $149 | $17,692-99.2% | $16,305-99.1% | $12,624-98.8% |