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 | $29,089 | $113,935-74.5% | $94,224-69.1% | $125,391-76.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.85% | 5.29%-10.1pp | 10.68%-15.5pp | 282.22%-287.1pp |
| Employer contribution / active EE | $2,677 | $4,727-43.4% | $3,587-25.4% | $4,866-45.0% |
| Participant deferral / active EE | $8,370 | $5,179+61.6% | $4,320+93.7% | $5,352+56.4% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |