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 6-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 | $27,029 | $82,664-67.3% | $125,339-78.4% | $68,494-60.5% |
| Participation rate | 80.8% | 75.0%+5.7pp | 82.4%-1.6pp | 67.9%+12.9pp |
| Annual return | -21.92% | -5.97%-16.0pp | 572.05%-594.0pp | -7.84%-14.1pp |
| Employer contribution / active EE | $3,728 | $3,381+10.3% | $4,814-22.5% | $2,596+43.6% |
| Participant deferral / active EE | $7,761 | $6,110+27.0% | $7,446+4.2% | $4,027+92.7% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |