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 5-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 | $14,396 | $95,862-85.0% | $79,550-81.9% | $134,475-89.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -34.22% | -2.69%-31.5pp | 0.16%-34.4pp | 417.96%-452.2pp |
| Employer contribution / active EE | $1,562 | $3,128-50.1% | $2,413-35.3% | $4,740-67.0% |
| Participant deferral / active EE | $10,622 | $4,693+126.3% | $3,985+166.5% | $6,400+66.0% |
| Admin fee / account holder | $71 | $9,126-99.2% | $6,832-99.0% | $11,426-99.4% |