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 | $167,011 | $177,572-5.9% | $154,803+7.9% | $142,382+17.3% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 11.22% | 65.07%-53.9pp | 58.88%-47.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,510 | $4,810-68.6% | $4,305-64.9% | $4,299-64.9% |
| Participant deferral / active EE | $4,515 | $6,272-28.0% | $5,540-18.5% | $6,507-30.6% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |