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 7-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 | $146,492 | $180,449-18.8% | $154,107-4.9% | $135,375+8.2% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -9.25% | 888.09%-897.3pp | 735.12%-744.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,335 | $6,035-77.9% | $5,298-74.8% | $4,779-72.1% |
| Participant deferral / active EE | $4,425 | $5,806-23.8% | $5,081-12.9% | $5,609-21.1% |
| Admin fee / account holder | $11 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |