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 | $27,859 | $142,344-80.4% | $119,609-76.7% | $134,475-79.3% |
| Participation rate | 94.7% | 82.8%+11.9pp | 79.3%+15.5pp | 81.2%+13.5pp |
| Annual return | -23.40% | -12.44%-11.0pp | -14.97%-8.4pp | 417.96%-441.4pp |
| Employer contribution / active EE | $2,801 | $5,222-46.4% | $4,232-33.8% | $4,740-40.9% |
| Participant deferral / active EE | $7,017 | $6,469+8.5% | $5,602+25.3% | $6,400+9.6% |
| Admin fee / account holder | $264 | $13,584-98.1% | $10,323-97.4% | $11,426-97.7% |