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 | $13,741 | $93,024-85.2% | $77,024-82.2% | $134,475-89.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -34.59% | 62.60%-97.2pp | 42.32%-76.9pp | 417.96%-452.6pp |
| Employer contribution / active EE | $2,477 | $3,418-27.5% | $2,812-11.9% | $4,740-47.7% |
| Participant deferral / active EE | $8,498 | $5,238+62.2% | $4,426+92.0% | $6,400+32.8% |
| Admin fee / account holder | $49 | $6,944-99.3% | $5,425-99.1% | $11,426-99.6% |