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 6-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 | $12,076 | $106,543-88.7% | $91,220-86.8% | $134,475-91.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -29.42% | 160.60%-190.0pp | 114.01%-143.4pp | 417.96%-447.4pp |
| Employer contribution / active EE | $2,192 | $3,331-34.2% | $2,850-23.1% | $4,740-53.8% |
| Participant deferral / active EE | $5,383 | $4,719+14.1% | $4,234+27.1% | $6,400-15.9% |
| Admin fee / account holder | $104 | $6,231-98.3% | $5,420-98.1% | $11,426-99.1% |