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 | $34,805 | $138,065-74.8% | $123,544-71.8% | $135,375-74.3% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -13.03% | 153.68%-166.7pp | 119.20%-132.2pp | 519.73%-532.8pp |
| Employer contribution / active EE | $3,348 | $5,151-35.0% | $4,628-27.6% | $4,779-29.9% |
| Participant deferral / active EE | $8,137 | $6,799+19.7% | $6,426+26.6% | $5,609+45.1% |
| Admin fee / account holder | $21 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |