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 | $167,925 | $112,881+48.8% | $90,951+84.6% | $158,922+5.7% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | -4.49% | 215.79%-220.3pp | 134.60%-139.1pp | 302.83%-307.3pp |
| Employer contribution / active EE | $3,253 | $2,893+12.4% | $2,122+53.3% | $4,761-31.7% |
| Participant deferral / active EE | $8,586 | $4,128+108.0% | $3,373+154.6% | $5,982+43.5% |
| Admin fee / account holder | $35 | $8,041-99.6% | $5,959-99.4% | $11,246-99.7% |