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 | $34,910 | $180,449-80.7% | $154,107-77.3% | $135,375-74.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.76% | 888.09%-900.9pp | 735.12%-747.9pp | 519.73%-532.5pp |
| Employer contribution / active EE | $2,342 | $6,035-61.2% | $5,298-55.8% | $4,779-51.0% |
| Participant deferral / active EE | $6,227 | $5,806+7.2% | $5,081+22.6% | $5,609+11.0% |
| Admin fee / account holder | $254 | $16,143-98.4% | $13,411-98.1% | $10,827-97.7% |