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 | $93,799 | $176,056-46.7% | $159,436-41.2% | $167,490-44.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -0.43% | 331.75%-332.2pp | 263.57%-264.0pp | 478.56%-479.0pp |
| Employer contribution / active EE | $2,592 | $5,297-51.1% | $4,829-46.3% | $4,837-46.4% |
| Participant deferral / active EE | $4,151 | $7,750-46.4% | $7,352-43.5% | $6,341-34.5% |
| Admin fee / account holder | $139 | $12,554-98.9% | $10,799-98.7% | $12,309-98.9% |