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 | $56,757 | $138,044-58.9% | $125,339-54.7% | $134,475-57.8% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -21.65% | 750.33%-772.0pp | 572.05%-593.7pp | 417.96%-439.6pp |
| Employer contribution / active EE | $5,377 | $5,243+2.5% | $4,814+11.7% | $4,740+13.4% |
| Participant deferral / active EE | $10,989 | $7,799+40.9% | $7,446+47.6% | $6,400+71.7% |
| Admin fee / account holder | $236 | $11,571-98.0% | $10,010-97.6% | $11,426-97.9% |