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 | $31,979 | $138,065-76.8% | $123,544-74.1% | $135,375-76.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -16.96% | 153.68%-170.6pp | 119.20%-136.2pp | 519.73%-536.7pp |
| Employer contribution / active EE | $3,931 | $5,151-23.7% | $4,628-15.1% | $4,779-17.7% |
| Participant deferral / active EE | $12,342 | $6,799+81.5% | $6,426+92.1% | $5,609+120.0% |
| Admin fee / account holder | $272 | $10,916-97.5% | $9,284-97.1% | $10,827-97.5% |