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 | $77,119 | $169,032-54.4% | $129,207-40.3% | $145,922-47.2% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | -6.38% | 14330.11%-14336.5pp | 9417.33%-9423.7pp | 561.29%-567.7pp |
| Employer contribution / active EE | $3,071 | $5,537-44.5% | $4,153-26.1% | $4,660-34.1% |
| Participant deferral / active EE | $9,005 | $4,987+80.6% | $4,168+116.1% | $6,688+34.7% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |