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 | $10,546 | $93,024-88.7% | $77,024-86.3% | $134,475-92.2% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -23.31% | 62.60%-85.9pp | 42.32%-65.6pp | 417.96%-441.3pp |
| Employer contribution / active EE | $3,492 | $3,418+2.2% | $2,812+24.2% | $4,740-26.3% |
| Participant deferral / active EE | $5,255 | $5,238+0.3% | $4,426+18.7% | $6,400-17.9% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |