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 | $24,275 | $57,354-57.7% | $83,848-71.0% | $64,186-62.2% |
| Participation rate | 90.7% | 68.6%+22.1pp | 76.1%+14.6pp | 69.6%+21.1pp |
| Annual return | -9.67% | 11.38%-21.1pp | 850.88%-860.5pp | 7.63%-17.3pp |
| Employer contribution / active EE | $4,899 | $2,545+92.5% | $3,631+34.9% | $2,381+105.8% |
| Participant deferral / active EE | $3,682 | $2,993+23.0% | $4,082-9.8% | $3,470+6.1% |
| Admin fee / account holder | $267 | $4,046-93.4% | $5,478-95.1% | $4,888-94.5% |