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 7-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 | $50,607 | $133,958-62.2% | $112,228-54.9% | $134,475-62.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.25% | 47.11%-68.4pp | 27.45%-48.7pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,957 | $4,038-51.5% | $3,635-46.2% | $4,740-58.7% |
| Participant deferral / active EE | $21,250 | $5,291+301.7% | $4,728+349.5% | $6,400+232.0% |
| Admin fee / account holder | $175 | $7,489-97.7% | $6,410-97.3% | $11,426-98.5% |