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 | $27,522 | $138,065-80.1% | $123,544-77.7% | $135,375-79.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.68% | 153.68%-163.4pp | 119.20%-128.9pp | 519.73%-529.4pp |
| Employer contribution / active EE | $7,965 | $5,151+54.6% | $4,628+72.1% | $4,779+66.7% |
| Participant deferral / active EE | $7,619 | $6,799+12.1% | $6,426+18.6% | $5,609+35.8% |
| Admin fee / account holder | $255 | $10,916-97.7% | $9,284-97.3% | $10,827-97.6% |