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 | $184,144 | $107,934+70.6% | $91,989+100.2% | $152,861+20.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 13.74% | 89.24%-75.5pp | 69.02%-55.3pp | 345.32%-331.6pp |
| Employer contribution / active EE | $6,781 | $4,210+61.1% | $3,452+96.4% | $4,762+42.4% |
| Participant deferral / active EE | $13,362 | $6,364+110.0% | $5,923+125.6% | $5,850+128.4% |
| Admin fee / account holder | $187 | $10,520-98.2% | $7,743-97.6% | $11,596-98.4% |