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 7-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 | $26,745 | $167,307-84.0% | $143,757-81.4% | $134,475-80.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.11% | 0.46%-20.6pp | -0.04%-20.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $4,769 | $5,619-15.1% | $4,951-3.7% | $4,740+0.6% |
| Participant deferral / active EE | $5,075 | $6,446-21.3% | $5,637-10.0% | $6,400-20.7% |
| Admin fee / account holder | $101 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |