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 4-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 | $34,246 | $100,754-66.0% | $86,677-60.5% | $134,475-74.5% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -28.09% | 29.04%-57.1pp | 35.91%-64.0pp | 417.96%-446.1pp |
| Employer contribution / active EE | $4,257 | $3,489+22.0% | $2,836+50.1% | $4,740-10.2% |
| Participant deferral / active EE | $16,648 | $5,338+211.9% | $4,656+257.6% | $6,400+160.1% |
| Admin fee / account holder | $121 | $10,926-98.9% | $7,493-98.4% | $11,426-98.9% |