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 | $112,189 | $129,217-13.2% | $93,406+20.1% | $158,922-29.4% |
| Participation rate | 75.0% | 71.0%+4.0pp | 66.8%+8.2pp | 82.0%-7.0pp |
| Annual return | -22.99% | 118.21%-141.2pp | 78.05%-101.0pp | 302.83%-325.8pp |
| Employer contribution / active EE | $1,173 | $2,711-56.7% | $2,075-43.5% | $4,761-75.4% |
| Participant deferral / active EE | $1,220 | $3,909-68.8% | $3,126-61.0% | $5,982-79.6% |
| Admin fee / account holder | $10 | $7,383-99.9% | $5,230-99.8% | $11,246-99.9% |