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 | $106,821 | $90,600+17.9% | $79,464+34.4% | $135,375-21.1% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -10.66% | 977.43%-988.1pp | 718.14%-728.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $2,506 | $3,068-18.3% | $2,800-10.5% | $4,779-47.6% |
| Participant deferral / active EE | $8,613 | $4,050+112.7% | $3,704+132.5% | $5,609+53.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |