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 | $19,237 | $107,791-82.2% | $90,645-78.8% | $135,375-85.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -11.58% | -0.90%-10.7pp | 1.88%-13.5pp | 519.73%-531.3pp |
| Employer contribution / active EE | $2,725 | $3,018-9.7% | $2,532+7.6% | $4,779-43.0% |
| Participant deferral / active EE | $3,640 | $3,872-6.0% | $3,425+6.3% | $5,609-35.1% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |