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 | $72,157 | $54,350+32.8% | $82,719-12.8% | $68,494+5.3% |
| Participation rate | 97.3% | 63.9%+33.4pp | 72.6%+24.7pp | 67.9%+29.4pp |
| Annual return | -35.93% | -13.67%-22.3pp | 701.18%-737.1pp | -7.84%-28.1pp |
| Employer contribution / active EE | $2,943 | $2,218+32.7% | $3,009-2.2% | $2,596+13.4% |
| Participant deferral / active EE | $6,760 | $3,246+108.3% | $4,395+53.8% | $4,027+67.9% |
| Admin fee / account holder | $96 | $4,395-97.8% | $5,329-98.2% | $5,403-98.2% |