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 | $22,467 | $138,044-83.7% | $125,339-82.1% | $134,475-83.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -21.86% | 750.33%-772.2pp | 572.05%-593.9pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,899 | $5,243-63.8% | $4,814-60.6% | $4,740-59.9% |
| Participant deferral / active EE | $10,495 | $7,799+34.6% | $7,446+40.9% | $6,400+64.0% |
| Admin fee / account holder | $42 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |