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 8-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 | $31,501 | $99,032-68.2% | $80,019-60.6% | $135,375-76.7% |
| Participation rate | 90.9% | 78.4%+12.6pp | 75.8%+15.1pp | 82.6%+8.3pp |
| Annual return | -32.69% | 15.39%-48.1pp | 11.22%-43.9pp | 519.73%-552.4pp |
| Employer contribution / active EE | $16,722 | $3,043+449.4% | $2,468+577.6% | $4,779+249.9% |
| Participant deferral / active EE | $6,134 | $4,282+43.2% | $3,686+66.4% | $5,609+9.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |