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 8-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 | $14,703 | $76,000-80.7% | $154,107-90.5% | $64,186-77.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -11.88% | 30.32%-42.2pp | 735.12%-747.0pp | 7.63%-19.5pp |
| Employer contribution / active EE | $6,631 | $3,351+97.9% | $5,298+25.2% | $2,381+178.5% |
| Participant deferral / active EE | $4,386 | $3,175+38.1% | $5,081-13.7% | $3,470+26.4% |
| Admin fee / account holder | $110 | $5,596-98.0% | $13,411-99.2% | $4,888-97.8% |