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 | $107,510 | $198,466-45.8% | $170,442-36.9% | $147,584-27.2% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | -1.70% | 257.29%-259.0pp | 205.93%-207.6pp | 578.55%-580.2pp |
| Employer contribution / active EE | $8,964 | $6,184+45.0% | $5,433+65.0% | $4,876+83.8% |
| Participant deferral / active EE | $7,158 | $5,629+27.2% | $4,939+44.9% | $5,439+31.6% |
| Admin fee / account holder | $89 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |