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 | $38,557 | $138,065-72.1% | $123,544-68.8% | $135,375-71.5% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -10.75% | 153.68%-164.4pp | 119.20%-129.9pp | 519.73%-530.5pp |
| Employer contribution / active EE | $9,354 | $5,151+81.6% | $4,628+102.1% | $4,779+95.7% |
| Participant deferral / active EE | $3,057 | $6,799-55.0% | $6,426-52.4% | $5,609-45.5% |
| Admin fee / account holder | $11 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |