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 9-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 | $172,432 | $167,307+3.1% | $143,757+19.9% | $134,475+28.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.74% | 0.46%-26.2pp | -0.04%-25.7pp | 417.96%-443.7pp |
| Employer contribution / active EE | $4,255 | $5,619-24.3% | $4,951-14.1% | $4,740-10.2% |
| Participant deferral / active EE | $12,150 | $6,446+88.5% | $5,637+115.5% | $6,400+89.9% |
| Admin fee / account holder | $12 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |