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 | $47,175 | $168,632-72.0% | $147,614-68.0% | $125,391-62.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.11% | 77.65%-82.8pp | 61.98%-67.1pp | 282.22%-287.3pp |
| Employer contribution / active EE | $2,417 | $6,252-61.3% | $5,564-56.6% | $4,866-50.3% |
| Participant deferral / active EE | $6,511 | $5,507+18.2% | $4,895+33.0% | $5,352+21.7% |
| Admin fee / account holder | $222 | $13,580-98.4% | $11,611-98.1% | $9,540-97.7% |