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 | $15,219 | $138,044-89.0% | $125,339-87.9% | $134,475-88.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -25.22% | 750.33%-775.5pp | 572.05%-597.3pp | 417.96%-443.2pp |
| Employer contribution / active EE | $2,634 | $5,243-49.8% | $4,814-45.3% | $4,740-44.4% |
| Participant deferral / active EE | $5,160 | $7,799-33.8% | $7,446-30.7% | $6,400-19.4% |
| Admin fee / account holder | $44 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |