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 | $31,046 | $105,860-70.7% | $90,749-65.8% | $134,475-76.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -23.56% | -11.01%-12.5pp | -12.16%-11.4pp | 417.96%-441.5pp |
| Employer contribution / active EE | $8,002 | $3,462+131.1% | $2,921+174.0% | $4,740+68.8% |
| Participant deferral / active EE | $15,071 | $5,216+189.0% | $4,564+230.2% | $6,400+135.5% |
| Admin fee / account holder | $129 | $13,938-99.1% | $8,445-98.5% | $11,426-98.9% |