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 | $61,062 | $72,404-15.7% | $110,238-44.6% | $64,186-4.9% |
| Participation rate | 89.8% | 73.3%+16.5pp | 79.8%+10.0pp | 69.6%+20.3pp |
| Annual return | -7.91% | -6.29%-1.6pp | 314.74%-322.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $7,607 | $2,282+233.4% | $3,826+98.8% | $2,381+219.5% |
| Participant deferral / active EE | $7,326 | $3,469+111.2% | $4,672+56.8% | $3,470+111.2% |
| Admin fee / account holder | $105 | $5,664-98.2% | $8,547-98.8% | $4,888-97.9% |