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 | $53,010 | $106,543-50.2% | $91,220-41.9% | $134,475-60.6% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -21.09% | 160.60%-181.7pp | 114.01%-135.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,136 | $3,331-35.9% | $2,850-25.0% | $4,740-54.9% |
| Participant deferral / active EE | $2,136 | $4,719-54.7% | $4,234-49.5% | $6,400-66.6% |
| Admin fee / account holder | $15 | $6,231-99.8% | $5,420-99.7% | $11,426-99.9% |