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 | $34,988 | $160,055-78.1% | $140,016-75.0% | $135,375-74.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -11.82% | 911.38%-923.2pp | 651.12%-662.9pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,736 | $6,420-73.0% | $5,606-69.0% | $4,779-63.7% |
| Participant deferral / active EE | $9,468 | $7,642+23.9% | $6,927+36.7% | $5,609+68.8% |
| Admin fee / account holder | $290 | $13,328-97.8% | $10,705-97.3% | $10,827-97.3% |