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 | $179,998 | $95,971+87.6% | $74,550+141.4% | $135,375+33.0% |
| Participation rate | 81.8% | 75.7%+6.2pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -9.25% | 56.96%-66.2pp | 32.53%-41.8pp | 519.73%-529.0pp |
| Employer contribution / active EE | $5,524 | $2,716+103.4% | $1,961+181.7% | $4,779+15.6% |
| Participant deferral / active EE | $10,084 | $3,843+162.4% | $3,108+224.4% | $5,609+79.8% |
| Admin fee / account holder | $210 | $6,522-96.8% | $5,060-95.9% | $10,827-98.1% |