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 | $35,370 | $133,958-73.6% | $112,228-68.5% | $134,475-73.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.88% | 47.11%-69.0pp | 27.45%-49.3pp | 417.96%-439.8pp |
| Employer contribution / active EE | $2,193 | $4,038-45.7% | $3,635-39.7% | $4,740-53.7% |
| Participant deferral / active EE | $4,205 | $5,291-20.5% | $4,728-11.1% | $6,400-34.3% |
| Admin fee / account holder | $22 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |