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 5-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 | $53,078 | $100,754-47.3% | $86,677-38.8% | $134,475-60.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.11% | 29.04%-50.1pp | 35.91%-57.0pp | 417.96%-439.1pp |
| Employer contribution / active EE | $18,000 | $3,489+415.9% | $2,836+534.6% | $4,740+279.8% |
| Participant deferral / active EE | $19,500 | $5,338+265.3% | $4,656+318.8% | $6,400+204.7% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |