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 | $52,859 | $180,449-70.7% | $154,107-65.7% | $135,375-61.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -9.09% | 888.09%-897.2pp | 735.12%-744.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,710 | $6,035-55.1% | $5,298-48.8% | $4,779-43.3% |
| Participant deferral / active EE | $5,049 | $5,806-13.0% | $5,081-0.6% | $5,609-10.0% |
| Admin fee / account holder | $235 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |