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 | $56,971 | $92,222-38.2% | $76,768-25.8% | $135,375-57.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -9.41% | 5.46%-14.9pp | 2.43%-11.8pp | 519.73%-529.1pp |
| Employer contribution / active EE | $3,928 | $3,216+22.1% | $2,485+58.0% | $4,779-17.8% |
| Participant deferral / active EE | $6,595 | $4,509+46.3% | $3,852+71.2% | $5,609+17.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |