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 | $210,880 | $112,096+88.1% | $95,952+119.8% | $158,922+32.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -10.70% | 171.09%-181.8pp | 91.61%-102.3pp | 302.83%-313.5pp |
| Employer contribution / active EE | $1,863 | $3,198-41.8% | $2,541-26.7% | $4,761-60.9% |
| Participant deferral / active EE | $8,553 | $4,784+78.8% | $4,167+105.3% | $5,982+43.0% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |