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 10-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 | $25,300 | $97,757-74.1% | $83,848-69.8% | $135,375-81.3% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -17.11% | 1287.37%-1304.5pp | 850.88%-868.0pp | 519.73%-536.8pp |
| Employer contribution / active EE | $1,562 | $4,222-63.0% | $3,631-57.0% | $4,779-67.3% |
| Participant deferral / active EE | $4,466 | $4,682-4.6% | $4,082+9.4% | $5,609-20.4% |
| Admin fee / account holder | $109 | $6,674-98.4% | $5,478-98.0% | $10,827-99.0% |