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 6-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 | $42,882 | $167,307-74.4% | $143,757-70.2% | $134,475-68.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.10% | 0.46%-20.6pp | -0.04%-20.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,616 | $5,619-53.5% | $4,951-47.2% | $4,740-44.8% |
| Participant deferral / active EE | $14,484 | $6,446+124.7% | $5,637+156.9% | $6,400+126.3% |
| Admin fee / account holder | $96 | $18,088-99.5% | $14,673-99.3% | $11,426-99.2% |