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 | $18,658 | $138,044-86.5% | $125,339-85.1% | $134,475-86.1% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -21.03% | 750.33%-771.4pp | 572.05%-593.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,547 | $5,243-70.5% | $4,814-67.9% | $4,740-67.4% |
| Participant deferral / active EE | $5,222 | $7,799-33.0% | $7,446-29.9% | $6,400-18.4% |
| Admin fee / account holder | $163 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |