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 | $27,499 | $113,935-75.9% | $94,224-70.8% | $125,391-78.1% |
| Participation rate | 72.7% | 82.9%-10.2pp | 78.8%-6.0pp | 83.2%-10.5pp |
| Annual return | -4.46% | 5.29%-9.7pp | 10.68%-15.1pp | 282.22%-286.7pp |
| Employer contribution / active EE | $2,797 | $4,727-40.8% | $3,587-22.0% | $4,866-42.5% |
| Participant deferral / active EE | $5,944 | $5,179+14.8% | $4,320+37.6% | $5,352+11.1% |
| Admin fee / account holder | $34 | $8,391-99.6% | $6,269-99.5% | $9,540-99.6% |