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 | $71,940 | $180,449-60.1% | $154,107-53.3% | $135,375-46.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -9.56% | 888.09%-897.6pp | 735.12%-744.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,478 | $6,035-58.9% | $5,298-53.2% | $4,779-48.1% |
| Participant deferral / active EE | $5,883 | $5,806+1.3% | $5,081+15.8% | $5,609+4.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |