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 | $46,200 | $93,024-50.3% | $77,024-40.0% | $134,475-65.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -27.12% | 62.60%-89.7pp | 42.32%-69.4pp | 417.96%-445.1pp |
| Employer contribution / active EE | $4,113 | $3,418+20.3% | $2,812+46.2% | $4,740-13.2% |
| Participant deferral / active EE | $24,970 | $5,238+376.7% | $4,426+464.1% | $6,400+290.2% |
| Admin fee / account holder | $146 | $6,944-97.9% | $5,425-97.3% | $11,426-98.7% |