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 | $69,937 | $138,065-49.3% | $123,544-43.4% | $135,375-48.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.96% | 153.68%-164.6pp | 119.20%-130.2pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,062 | $5,151-60.0% | $4,628-55.5% | $4,779-56.9% |
| Participant deferral / active EE | $17,707 | $6,799+160.4% | $6,426+175.6% | $5,609+215.7% |
| Admin fee / account holder | $176 | $10,916-98.4% | $9,284-98.1% | $10,827-98.4% |