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 | $24,735 | $138,065-82.1% | $123,544-80.0% | $135,375-81.7% |
| Participation rate | 86.4% | 84.7%+1.6pp | 82.3%+4.1pp | 82.6%+3.7pp |
| Annual return | -11.98% | 153.68%-165.7pp | 119.20%-131.2pp | 519.73%-531.7pp |
| Employer contribution / active EE | $3,270 | $5,151-36.5% | $4,628-29.3% | $4,779-31.6% |
| Participant deferral / active EE | $6,801 | $6,7990% | $6,426+5.8% | $5,609+21.3% |
| Admin fee / account holder | $299 | $10,916-97.3% | $9,284-96.8% | $10,827-97.2% |