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 | $37,643 | $77,813-51.6% | $123,544-69.5% | $64,186-41.4% |
| Participation rate | 80.0% | 74.7%+5.3pp | 82.3%-2.3pp | 69.6%+10.4pp |
| Annual return | -10.25% | 12.48%-22.7pp | 119.20%-129.4pp | 7.63%-17.9pp |
| Employer contribution / active EE | $2,684 | $3,014-11.0% | $4,628-42.0% | $2,381+12.7% |
| Participant deferral / active EE | $7,283 | $5,240+39.0% | $6,426+13.3% | $3,470+109.9% |
| Admin fee / account holder | $105 | $5,519-98.1% | $9,284-98.9% | $4,888-97.9% |