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 | $182,642 | $114,381+59.7% | $107,525+69.9% | $142,382+28.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 10.98% | 242.71%-231.7pp | 181.32%-170.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $2,330 | $4,015-42.0% | $3,754-37.9% | $4,299-45.8% |
| Participant deferral / active EE | $9,689 | $5,564+74.1% | $5,116+89.4% | $6,507+48.9% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |