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 | $101,649 | $160,055-36.5% | $140,016-27.4% | $135,375-24.9% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | -12.66% | 911.38%-924.0pp | 651.12%-663.8pp | 519.73%-532.4pp |
| Employer contribution / active EE | $9,254 | $6,420+44.1% | $5,606+65.1% | $4,779+93.7% |
| Participant deferral / active EE | $5,309 | $7,642-30.5% | $6,927-23.4% | $5,609-5.3% |
| Admin fee / account holder | $239 | $13,328-98.2% | $10,705-97.8% | $10,827-97.8% |