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 | $8,735 | $117,690-92.6% | $71,735-87.8% | $134,475-93.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -21.94% | 25.44%-47.4pp | 9.14%-31.1pp | 417.96%-439.9pp |
| Employer contribution / active EE | $2,694 | $2,525+6.7% | $1,704+58.1% | $4,740-43.2% |
| Participant deferral / active EE | $3,730 | $3,759-0.8% | $2,658+40.3% | $6,400-41.7% |
| Admin fee / account holder | $25 | $6,379-99.6% | $3,974-99.4% | $11,426-99.8% |