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 7-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 | $10,136 | $48,265-79.0% | $68,791-85.3% | $68,494-85.2% |
| Participation rate | 91.2% | 60.7%+30.6pp | 69.0%+22.2pp | 67.9%+23.3pp |
| Annual return | -19.99% | -12.71%-7.3pp | -6.38%-13.6pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,189 | $1,829-35.0% | $2,655-55.2% | $2,596-54.2% |
| Participant deferral / active EE | $5,238 | $2,867+82.7% | $3,941+32.9% | $4,027+30.1% |
| Admin fee / account holder | $255 | $4,355-94.2% | $4,932-94.8% | $5,403-95.3% |