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 | $211,239 | $93,024+127.1% | $77,024+174.3% | $134,475+57.1% |
| Participation rate | 87.5% | 74.5%+13.0pp | 67.9%+19.6pp | 81.2%+6.3pp |
| Annual return | -24.35% | 62.60%-86.9pp | 42.32%-66.7pp | 417.96%-442.3pp |
| Employer contribution / active EE | $3,425 | $3,418+0.2% | $2,812+21.8% | $4,740-27.7% |
| Participant deferral / active EE | $17,164 | $5,238+227.7% | $4,426+287.8% | $6,400+168.2% |
| Admin fee / account holder | $15 | $6,944-99.8% | $5,425-99.7% | $11,426-99.9% |