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 | $106,825 | $100,754+6.0% | $86,677+23.2% | $134,475-20.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.52% | 29.04%-49.6pp | 35.91%-56.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $5,604 | $3,489+60.6% | $2,836+97.6% | $4,740+18.2% |
| Participant deferral / active EE | $8,743 | $5,338+63.8% | $4,656+87.8% | $6,400+36.6% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |