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 | $37,264 | $138,065-73.0% | $123,544-69.8% | $135,375-72.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -12.68% | 153.68%-166.4pp | 119.20%-131.9pp | 519.73%-532.4pp |
| Employer contribution / active EE | $6,229 | $5,151+20.9% | $4,628+34.6% | $4,779+30.3% |
| Participant deferral / active EE | $11,119 | $6,799+63.5% | $6,426+73.0% | $5,609+98.2% |
| Admin fee / account holder | $82 | $10,916-99.3% | $9,284-99.1% | $10,827-99.2% |