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 | $24,289 | $138,065-82.4% | $123,544-80.3% | $135,375-82.1% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -13.73% | 153.68%-167.4pp | 119.20%-132.9pp | 519.73%-533.5pp |
| Employer contribution / active EE | $4,222 | $5,151-18.0% | $4,628-8.8% | $4,779-11.6% |
| Participant deferral / active EE | $6,429 | $6,799-5.4% | $6,426+0.1% | $5,609+14.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |