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 | $17,853 | $53,127-66.4% | $86,590-79.4% | $70,131-74.5% |
| Participation rate | 75.0% | 65.3%+9.7pp | 73.5%+1.5pp | 69.5%+5.5pp |
| Annual return | -23.22% | 27.66%-50.9pp | 964.84%-988.1pp | 73.14%-96.4pp |
| Employer contribution / active EE | $2,654 | $2,068+28.3% | $2,839-6.5% | $2,342+13.3% |
| Participant deferral / active EE | $2,013 | $2,696-25.3% | $3,609-44.2% | $3,332-39.6% |
| Admin fee / account holder | $194 | $3,585-94.6% | $4,906-96.1% | $4,645-95.8% |