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 | $45,480 | $95,193-52.2% | $76,523-40.6% | $135,375-66.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -11.17% | 4.85%-16.0pp | -0.27%-10.9pp | 519.73%-530.9pp |
| Employer contribution / active EE | $11,086 | $3,302+235.7% | $2,647+318.8% | $4,779+132.0% |
| Participant deferral / active EE | $7,770 | $4,639+67.5% | $3,835+102.6% | $5,609+38.5% |
| Admin fee / account holder | $14 | $6,249-99.8% | $4,848-99.7% | $10,827-99.9% |