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 | $22,409 | $138,065-83.8% | $123,544-81.9% | $135,375-83.4% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -11.12% | 153.68%-164.8pp | 119.20%-130.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $6,698 | $5,151+30.0% | $4,628+44.7% | $4,779+40.2% |
| Participant deferral / active EE | $12,357 | $6,799+81.7% | $6,426+92.3% | $5,609+120.3% |
| Admin fee / account holder | $29 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |