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 4-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 | $25,209 | $167,307-84.9% | $143,757-82.5% | $134,475-81.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -61.59% | 0.46%-62.0pp | -0.04%-61.5pp | 417.96%-479.5pp |
| Employer contribution / active EE | $4,350 | $5,619-22.6% | $4,951-12.1% | $4,740-8.2% |
| Participant deferral / active EE | $19,699 | $6,446+205.6% | $5,637+249.4% | $6,400+207.8% |
| Admin fee / account holder | $84 | $18,088-99.5% | $14,673-99.4% | $11,426-99.3% |