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 | $85,703 | $144,119-40.5% | $117,854-27.3% | $147,584-41.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | -1.69% | 531.15%-532.8pp | 335.08%-336.8pp | 578.55%-580.2pp |
| Employer contribution / active EE | $8,652 | $4,896+76.7% | $3,786+128.5% | $4,876+77.4% |
| Participant deferral / active EE | $4,701 | $5,316-11.6% | $4,482+4.9% | $5,439-13.6% |
| Admin fee / account holder | $190 | $10,886-98.3% | $8,020-97.6% | $10,885-98.3% |