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 7-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 | $31,721 | $152,509-79.2% | $117,472-73.0% | $134,475-76.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -21.70% | 52.99%-74.7pp | 29.74%-51.4pp | 417.96%-439.7pp |
| Employer contribution / active EE | $2,400 | $5,571-56.9% | $4,176-42.5% | $4,740-49.4% |
| Participant deferral / active EE | $7,200 | $4,818+49.4% | $4,070+76.9% | $6,400+12.5% |
| Admin fee / account holder | $134 | $7,004-98.1% | $5,645-97.6% | $11,426-98.8% |