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 | $62,029 | $95,971-35.4% | $74,550-16.8% | $135,375-54.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.54% | 56.96%-66.5pp | 32.53%-42.1pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,192 | $2,716-56.1% | $1,961-39.2% | $4,779-75.1% |
| Participant deferral / active EE | $5,653 | $3,843+47.1% | $3,108+81.9% | $5,609+0.8% |
| Admin fee / account holder | $129 | $6,522-98.0% | $5,060-97.5% | $10,827-98.8% |