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 | $71,868 | $160,055-55.1% | $140,016-48.7% | $135,375-46.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.26% | 911.38%-920.6pp | 651.12%-660.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $2,402 | $6,420-62.6% | $5,606-57.2% | $4,779-49.7% |
| Participant deferral / active EE | $8,222 | $7,642+7.6% | $6,927+18.7% | $5,609+46.6% |
| Admin fee / account holder | $16 | $13,328-99.9% | $10,705-99.8% | $10,827-99.8% |