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 | $65,770 | $168,632-61.0% | $147,614-55.4% | $125,391-47.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.92% | 77.65%-83.6pp | 61.98%-67.9pp | 282.22%-288.1pp |
| Employer contribution / active EE | $3,864 | $6,252-38.2% | $5,564-30.6% | $4,866-20.6% |
| Participant deferral / active EE | $2,989 | $5,507-45.7% | $4,895-38.9% | $5,352-44.1% |
| Admin fee / account holder | $289 | $13,580-97.9% | $11,611-97.5% | $9,540-97.0% |