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 | $18,676 | $190,805-90.2% | $159,960-88.3% | $134,475-86.1% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -45.99% | 552.23%-598.2pp | 408.60%-454.6pp | 417.96%-464.0pp |
| Employer contribution / active EE | $2,115 | $4,995-57.7% | $4,226-49.9% | $4,740-55.4% |
| Participant deferral / active EE | $7,765 | $6,923+12.2% | $6,182+25.6% | $6,400+21.3% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |