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 | $66,455 | $97,044-31.5% | $83,333-20.3% | $135,375-50.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -12.92% | 12.31%-25.2pp | 10.63%-23.6pp | 519.73%-532.7pp |
| Employer contribution / active EE | $3,170 | $4,143-23.5% | $3,379-6.2% | $4,779-33.7% |
| Participant deferral / active EE | $12,439 | $5,964+108.5% | $5,565+123.5% | $5,609+121.8% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |