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 6-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 | $25,557 | $100,754-74.6% | $86,677-70.5% | $134,475-81.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.75% | 29.04%-49.8pp | 35.91%-56.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,304 | $3,489-5.3% | $2,836+16.5% | $4,740-30.3% |
| Participant deferral / active EE | $6,574 | $5,338+23.2% | $4,656+41.2% | $6,400+2.7% |
| Admin fee / account holder | $97 | $10,926-99.1% | $7,493-98.7% | $11,426-99.2% |