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 | $42,154 | $84,695-50.2% | $73,843-42.9% | $125,391-66.4% |
| Participation rate | 95.2% | 76.8%+18.5pp | 73.4%+21.8pp | 83.2%+12.0pp |
| Annual return | -33.13% | 3123.53%-3156.7pp | 2267.84%-2301.0pp | 282.22%-315.3pp |
| Employer contribution / active EE | $3,563 | $3,123+14.1% | $2,787+27.8% | $4,866-26.8% |
| Participant deferral / active EE | $9,031 | $3,992+126.2% | $3,583+152.0% | $5,352+68.8% |
| Admin fee / account holder | $10 | $5,691-99.8% | $4,880-99.8% | $9,540-99.9% |