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 | $119,192 | $129,942-8.3% | $104,294+14.3% | $134,475-11.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -24.84% | 42.03%-66.9pp | 24.61%-49.4pp | 417.96%-442.8pp |
| Employer contribution / active EE | $3,333 | $4,184-20.3% | $3,372-1.1% | $4,740-29.7% |
| Participant deferral / active EE | $3,600 | $5,588-35.6% | $4,625-22.2% | $6,400-43.7% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |