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 | $59,562 | $138,065-56.9% | $123,544-51.8% | $135,375-56.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.59% | 153.68%-164.3pp | 119.20%-129.8pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,865 | $5,151-63.8% | $4,628-59.7% | $4,779-61.0% |
| Participant deferral / active EE | $4,336 | $6,799-36.2% | $6,426-32.5% | $5,609-22.7% |
| Admin fee / account holder | $213 | $10,916-98.0% | $9,284-97.7% | $10,827-98.0% |