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 | $59,126 | $84,527-30.1% | $67,711-12.7% | $125,391-52.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -8.57% | 2.57%-11.1pp | 25.41%-34.0pp | 282.22%-290.8pp |
| Employer contribution / active EE | $3,910 | $3,292+18.8% | $2,559+52.8% | $4,866-19.7% |
| Participant deferral / active EE | $4,718 | $4,429+6.5% | $3,585+31.6% | $5,352-11.8% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |