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 | $111,945 | $97,044+15.4% | $83,333+34.3% | $135,375-17.3% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.8%+8.0pp | 82.6%+3.1pp |
| Annual return | -10.13% | 12.31%-22.4pp | 10.63%-20.8pp | 519.73%-529.9pp |
| Employer contribution / active EE | $4,233 | $4,143+2.2% | $3,379+25.3% | $4,779-11.4% |
| Participant deferral / active EE | $8,737 | $5,964+46.5% | $5,565+57.0% | $5,609+55.8% |
| Admin fee / account holder | $1 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |