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 9-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 | $23,118 | $138,065-83.3% | $123,544-81.3% | $135,375-82.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -9.59% | 153.68%-163.3pp | 119.20%-128.8pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,635 | $5,151-48.9% | $4,628-43.1% | $4,779-44.9% |
| Participant deferral / active EE | $10,973 | $6,799+61.4% | $6,426+70.8% | $5,609+95.6% |
| Admin fee / account holder | $3 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |