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 10-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 | $24,700 | $85,790-71.2% | $67,313-63.3% | $135,375-81.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -13.57% | -0.54%-13.0pp | -4.08%-9.5pp | 519.73%-533.3pp |
| Employer contribution / active EE | $1,414 | $3,487-59.5% | $2,566-44.9% | $4,779-70.4% |
| Participant deferral / active EE | $7,026 | $4,651+51.1% | $3,568+96.9% | $5,609+25.3% |
| Admin fee / account holder | $21 | $6,392-99.7% | $4,507-99.5% | $10,827-99.8% |