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 | $53,417 | $97,757-45.4% | $83,848-36.3% | $135,375-60.5% |
| Participation rate | 76.5% | 80.0%-3.5pp | 76.1%+0.3pp | 82.6%-6.2pp |
| Annual return | -10.81% | 1287.37%-1298.2pp | 850.88%-861.7pp | 519.73%-530.5pp |
| Employer contribution / active EE | $2,142 | $4,222-49.3% | $3,631-41.0% | $4,779-55.2% |
| Participant deferral / active EE | $6,064 | $4,682+29.5% | $4,082+48.6% | $5,609+8.1% |
| Admin fee / account holder | $44 | $6,674-99.3% | $5,478-99.2% | $10,827-99.6% |