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 | $66,029 | $138,065-52.2% | $123,544-46.6% | $135,375-51.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -11.14% | 153.68%-164.8pp | 119.20%-130.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $14,246 | $5,151+176.5% | $4,628+207.8% | $4,779+198.1% |
| Participant deferral / active EE | $9,955 | $6,799+46.4% | $6,426+54.9% | $5,609+77.5% |
| Admin fee / account holder | $12 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |