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 5-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 | $33,960 | $95,862-64.6% | $79,550-57.3% | $134,475-74.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.70% | -2.69%-19.0pp | 0.16%-21.9pp | 417.96%-439.7pp |
| Employer contribution / active EE | $1,269 | $3,128-59.4% | $2,413-47.4% | $4,740-73.2% |
| Participant deferral / active EE | $13,235 | $4,693+182.0% | $3,985+232.1% | $6,400+106.8% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |