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 | $26,957 | $57,354-53.0% | $83,848-67.8% | $64,186-58.0% |
| Participation rate | 97.0% | 68.6%+28.4pp | 76.1%+20.8pp | 69.6%+27.4pp |
| Annual return | -8.75% | 11.38%-20.1pp | 850.88%-859.6pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,057 | $2,545-58.5% | $3,631-70.9% | $2,381-55.6% |
| Participant deferral / active EE | $1,363 | $2,993-54.4% | $4,082-66.6% | $3,470-60.7% |
| Admin fee / account holder | $285 | $4,046-92.9% | $5,478-94.8% | $4,888-94.2% |