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 | $145,143 | $160,055-9.3% | $140,016+3.7% | $135,375+7.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -9.38% | 911.38%-920.8pp | 651.12%-660.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $3,907 | $6,420-39.1% | $5,606-30.3% | $4,779-18.2% |
| Participant deferral / active EE | $8,328 | $7,642+9.0% | $6,927+20.2% | $5,609+48.5% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |