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 | $37,020 | $93,024-60.2% | $77,024-51.9% | $134,475-72.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.82% | 62.60%-84.4pp | 42.32%-64.1pp | 417.96%-439.8pp |
| Employer contribution / active EE | $8,576 | $3,418+150.9% | $2,812+205.0% | $4,740+80.9% |
| Participant deferral / active EE | $13,260 | $5,238+153.1% | $4,426+199.6% | $6,400+107.2% |
| Admin fee / account holder | $128 | $6,944-98.2% | $5,425-97.6% | $11,426-98.9% |