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 | $229,296 | $202,432+13.3% | $169,368+35.4% | $139,434+64.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -7.54% | 531.74%-539.3pp | 405.60%-413.1pp | 372.94%-380.5pp |
| Employer contribution / active EE | $2,096 | $4,692-55.3% | $4,013-47.8% | $4,751-55.9% |
| Participant deferral / active EE | $5,866 | $6,938-15.5% | $6,221-5.7% | $6,710-12.6% |
| Admin fee / account holder | $188 | $10,708-98.2% | $9,003-97.9% | $11,403-98.4% |