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 5-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 | $61,073 | $133,958-54.4% | $112,228-45.6% | $134,475-54.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -21.57% | 47.11%-68.7pp | 27.45%-49.0pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,022 | $4,038-74.7% | $3,635-71.9% | $4,740-78.4% |
| Participant deferral / active EE | $15,202 | $5,291+187.3% | $4,728+221.5% | $6,400+137.5% |
| Admin fee / account holder | $25 | $7,489-99.7% | $6,410-99.6% | $11,426-99.8% |