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 | $24,004 | $138,065-82.6% | $123,544-80.6% | $135,375-82.3% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -14.77% | 153.68%-168.5pp | 119.20%-134.0pp | 519.73%-534.5pp |
| Employer contribution / active EE | $4,457 | $5,151-13.5% | $4,628-3.7% | $4,779-6.7% |
| Participant deferral / active EE | $7,181 | $6,799+5.6% | $6,426+11.8% | $5,609+28.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |