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 | $46,893 | $127,386-63.2% | $115,037-59.2% | $125,391-62.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.97% | 31.28%-35.2pp | 26.14%-30.1pp | 282.22%-286.2pp |
| Employer contribution / active EE | $6,607 | $5,166+27.9% | $4,608+43.4% | $4,866+35.8% |
| Participant deferral / active EE | $11,446 | $6,423+78.2% | $6,026+89.9% | $5,352+113.9% |
| Admin fee / account holder | $244 | $9,516-97.4% | $8,175-97.0% | $9,540-97.4% |