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 | $49,339 | $100,754-51.0% | $86,677-43.1% | $134,475-63.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.09% | 29.04%-51.1pp | 35.91%-58.0pp | 417.96%-440.0pp |
| Employer contribution / active EE | $2,596 | $3,489-25.6% | $2,836-8.5% | $4,740-45.2% |
| Participant deferral / active EE | $6,583 | $5,338+23.3% | $4,656+41.4% | $6,400+2.9% |
| Admin fee / account holder | $72 | $10,926-99.3% | $7,493-99.0% | $11,426-99.4% |