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 | $170,450 | $142,344+19.7% | $119,609+42.5% | $134,475+26.8% |
| Participation rate | 78.9% | 82.8%-3.9pp | 79.3%-0.3pp | 81.2%-2.3pp |
| Annual return | -21.03% | -12.44%-8.6pp | -14.97%-6.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,675 | $5,222-48.8% | $4,232-36.8% | $4,740-43.6% |
| Participant deferral / active EE | $6,761 | $6,469+4.5% | $5,602+20.7% | $6,400+5.6% |
| Admin fee / account holder | $261 | $13,584-98.1% | $10,323-97.5% | $11,426-97.7% |