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 | $127,023 | $127,100-0.1% | $105,738+20.1% | $135,375-6.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -10.02% | 4.49%-14.5pp | 6.27%-16.3pp | 519.73%-529.8pp |
| Employer contribution / active EE | $5,961 | $4,107+45.2% | $3,268+82.4% | $4,779+24.7% |
| Participant deferral / active EE | $6,115 | $5,064+20.7% | $4,080+49.9% | $5,609+9.0% |
| Admin fee / account holder | $204 | $9,087-97.8% | $6,913-97.1% | $10,827-98.1% |