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 | $66,824 | $167,484-60.1% | $151,611-55.9% | $134,475-50.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.15% | 7.80%-29.9pp | 3.33%-25.5pp | 417.96%-440.1pp |
| Employer contribution / active EE | $13,333 | $6,829+95.2% | $6,166+116.2% | $4,740+181.3% |
| Participant deferral / active EE | $11,900 | $8,986+32.4% | $8,363+42.3% | $6,400+85.9% |
| Admin fee / account holder | $63 | $13,783-99.5% | $11,616-99.5% | $11,426-99.4% |