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 | $25,430 | $129,942-80.4% | $104,294-75.6% | $134,475-81.1% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -21.41% | 42.03%-63.4pp | 24.61%-46.0pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,230 | $4,184-22.8% | $3,372-4.2% | $4,740-31.9% |
| Participant deferral / active EE | $7,418 | $5,588+32.7% | $4,625+60.4% | $6,400+15.9% |
| Admin fee / account holder | $152 | $9,323-98.4% | $7,339-97.9% | $11,426-98.7% |