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 10-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 | $56,915 | $90,590-37.2% | $90,782-37.3% | $135,375-58.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -9.21% | -3.40%-5.8pp | -3.42%-5.8pp | 519.73%-528.9pp |
| Employer contribution / active EE | $4,616 | $4,352+6.0% | $4,105+12.4% | $4,779-3.4% |
| Participant deferral / active EE | $6,923 | $5,407+28.0% | $5,366+29.0% | $5,609+23.4% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |