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 | $36,697 | $92,222-60.2% | $76,768-52.2% | $135,375-72.9% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -9.92% | 5.46%-15.4pp | 2.43%-12.3pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,844 | $3,216-11.6% | $2,485+14.4% | $4,779-40.5% |
| Participant deferral / active EE | $6,849 | $4,509+51.9% | $3,852+77.8% | $5,609+22.1% |
| Admin fee / account holder | $233 | $10,748-97.8% | $6,675-96.5% | $10,827-97.8% |