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 | $55,429 | $138,065-59.9% | $123,544-55.1% | $135,375-59.1% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -11.11% | 153.68%-164.8pp | 119.20%-130.3pp | 519.73%-530.8pp |
| Employer contribution / active EE | $3,899 | $5,151-24.3% | $4,628-15.7% | $4,779-18.4% |
| Participant deferral / active EE | $5,837 | $6,799-14.1% | $6,426-9.2% | $5,609+4.1% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |