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 9-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 | $56,516 | $133,958-57.8% | $112,228-49.6% | $134,475-58.0% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -23.18% | 47.11%-70.3pp | 27.45%-50.6pp | 417.96%-441.1pp |
| Employer contribution / active EE | $3,297 | $4,038-18.4% | $3,635-9.3% | $4,740-30.4% |
| Participant deferral / active EE | $8,574 | $5,291+62.1% | $4,728+81.3% | $6,400+34.0% |
| Admin fee / account holder | $21 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |