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 10-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 | $20,220 | $95,971-78.9% | $74,550-72.9% | $135,375-85.1% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -13.36% | 56.96%-70.3pp | 32.53%-45.9pp | 519.73%-533.1pp |
| Employer contribution / active EE | $1,497 | $2,716-44.9% | $1,961-23.7% | $4,779-68.7% |
| Participant deferral / active EE | $6,216 | $3,843+61.7% | $3,108+100.0% | $5,609+10.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |