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 | $92,561 | $77,813+19.0% | $123,544-25.1% | $64,186+44.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.66% | 12.48%-22.1pp | 119.20%-128.9pp | 7.63%-17.3pp |
| Employer contribution / active EE | $7,191 | $3,014+138.6% | $4,628+55.4% | $2,381+202.1% |
| Participant deferral / active EE | $8,327 | $5,240+58.9% | $6,426+29.6% | $3,470+140.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |