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 | $195,234 | $82,664+136.2% | $125,339+55.8% | $68,494+185.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -30.88% | -5.97%-24.9pp | 572.05%-602.9pp | -7.84%-23.0pp |
| Employer contribution / active EE | $26,119 | $3,381+672.5% | $4,814+442.6% | $2,596+906.0% |
| Participant deferral / active EE | $8,869 | $6,110+45.1% | $7,446+19.1% | $4,027+120.2% |
| Admin fee / account holder | $53 | $6,275-99.2% | $10,010-99.5% | $5,403-99.0% |