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 | $138,583 | $110,257+25.7% | $96,544+43.5% | $139,434-0.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 8.68% | 26.32%-17.6pp | 25.84%-17.2pp | 372.94%-364.3pp |
| Employer contribution / active EE | $1,580 | $3,620-56.4% | $2,965-46.7% | $4,751-66.8% |
| Participant deferral / active EE | $7,649 | $5,548+37.9% | $4,851+57.7% | $6,710+14.0% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |