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 | $19,294 | $138,044-86.0% | $125,339-84.6% | $134,475-85.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -24.12% | 750.33%-774.4pp | 572.05%-596.2pp | 417.96%-442.1pp |
| Employer contribution / active EE | $3,230 | $5,243-38.4% | $4,814-32.9% | $4,740-31.9% |
| Participant deferral / active EE | $7,433 | $7,799-4.7% | $7,446-0.2% | $6,400+16.2% |
| Admin fee / account holder | $52 | $11,571-99.5% | $10,010-99.5% | $11,426-99.5% |