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 | $66,652 | $59,774+11.5% | - | $134,475-50.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | - | 81.2%+18.8pp |
| Annual return | -21.29% | -10.72%-10.6pp | - | 417.96%-439.3pp |
| Employer contribution / active EE | $5,969 | $2,711+120.1% | - | $4,740+25.9% |
| Participant deferral / active EE | $24,013 | $4,131+481.2% | - | $6,400+275.2% |
| Admin fee / account holder | $0 | $4,003-100.0% | - | $11,426-100.0% |