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 | $28,487 | $138,044-79.4% | $125,339-77.3% | $134,475-78.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -21.98% | 750.33%-772.3pp | 572.05%-594.0pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,937 | $5,243-63.1% | $4,814-59.8% | $4,740-59.1% |
| Participant deferral / active EE | $15,199 | $7,799+94.9% | $7,446+104.1% | $6,400+137.5% |
| Admin fee / account holder | $134 | $11,571-98.8% | $10,010-98.7% | $11,426-98.8% |