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 | $39,507 | $180,449-78.1% | $154,107-74.4% | $135,375-70.8% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -9.12% | 888.09%-897.2pp | 735.12%-744.2pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,399 | $6,035-60.2% | $5,298-54.7% | $4,779-49.8% |
| Participant deferral / active EE | $3,150 | $5,806-45.7% | $5,081-38.0% | $5,609-43.8% |
| Admin fee / account holder | $19 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |