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 5-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 | $30,571 | $129,942-76.5% | $104,294-70.7% | $134,475-77.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -24.37% | 42.03%-66.4pp | 24.61%-49.0pp | 417.96%-442.3pp |
| Employer contribution / active EE | $9,985 | $4,184+138.6% | $3,372+196.1% | $4,740+110.7% |
| Participant deferral / active EE | $13,017 | $5,588+132.9% | $4,625+181.4% | $6,400+103.4% |
| Admin fee / account holder | $101 | $9,323-98.9% | $7,339-98.6% | $11,426-99.1% |