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 9-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 | $125,846 | $127,386-1.2% | $115,037+9.4% | $125,391+0.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -8.10% | 31.28%-39.4pp | 26.14%-34.2pp | 282.22%-290.3pp |
| Employer contribution / active EE | $2,875 | $5,166-44.3% | $4,608-37.6% | $4,866-40.9% |
| Participant deferral / active EE | $9,029 | $6,423+40.6% | $6,026+49.8% | $5,352+68.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |