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 | $192,382 | $72,404+165.7% | $110,238+74.5% | $64,186+199.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -9.99% | -6.29%-3.7pp | 314.74%-324.7pp | 7.63%-17.6pp |
| Employer contribution / active EE | $2,330 | $2,282+2.1% | $3,826-39.1% | $2,381-2.1% |
| Participant deferral / active EE | $6,589 | $3,469+89.9% | $4,672+41.0% | $3,470+89.9% |
| Admin fee / account holder | $58 | $5,664-99.0% | $8,547-99.3% | $4,888-98.8% |