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 | $22,267 | $133,958-83.4% | $112,228-80.2% | $134,475-83.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -26.14% | 47.11%-73.3pp | 27.45%-53.6pp | 417.96%-444.1pp |
| Employer contribution / active EE | $2,916 | $4,038-27.8% | $3,635-19.8% | $4,740-38.5% |
| Participant deferral / active EE | $9,820 | $5,291+85.6% | $4,728+107.7% | $6,400+53.4% |
| Admin fee / account holder | $251 | $7,489-96.7% | $6,410-96.1% | $11,426-97.8% |