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 | $33,697 | $167,307-79.9% | $143,757-76.6% | $134,475-74.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.27% | 0.46%-23.7pp | -0.04%-23.2pp | 417.96%-441.2pp |
| Employer contribution / active EE | $2,007 | $5,619-64.3% | $4,951-59.5% | $4,740-57.7% |
| Participant deferral / active EE | $7,820 | $6,446+21.3% | $5,637+38.7% | $6,400+22.2% |
| Admin fee / account holder | $260 | $18,088-98.6% | $14,673-98.2% | $11,426-97.7% |