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 | $42,048 | $95,862-56.1% | $79,550-47.1% | $134,475-68.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -24.15% | -2.69%-21.5pp | 0.16%-24.3pp | 417.96%-442.1pp |
| Employer contribution / active EE | $4,815 | $3,128+53.9% | $2,413+99.5% | $4,740+1.6% |
| Participant deferral / active EE | $16,022 | $4,693+241.4% | $3,985+302.0% | $6,400+150.3% |
| Admin fee / account holder | $209 | $9,126-97.7% | $6,832-96.9% | $11,426-98.2% |