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 | $193,142 | $149,679+29.0% | $117,039+65.0% | $147,584+30.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 6.22% | 19.31%-13.1pp | 18.95%-12.7pp | 578.55%-572.3pp |
| Employer contribution / active EE | $5,006 | $4,937+1.4% | $3,785+32.3% | $4,876+2.7% |
| Participant deferral / active EE | $10,012 | $4,912+103.8% | $3,929+154.8% | $5,439+84.1% |
| Admin fee / account holder | $31 | $7,856-99.6% | $5,974-99.5% | $10,885-99.7% |