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 9-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 | $27,234 | $77,813-65.0% | $123,544-78.0% | $64,186-57.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.99% | 12.48%-21.5pp | 119.20%-128.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $6,072 | $3,014+101.5% | $4,628+31.2% | $2,381+155.0% |
| Participant deferral / active EE | $3,909 | $5,240-25.4% | $6,426-39.2% | $3,470+12.7% |
| Admin fee / account holder | $214 | $5,519-96.1% | $9,284-97.7% | $4,888-95.6% |