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 | $20,629 | $92,222-77.6% | $76,768-73.1% | $135,375-84.8% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | -10.06% | 5.46%-15.5pp | 2.43%-12.5pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,676 | $3,216-47.9% | $2,485-32.6% | $4,779-64.9% |
| Participant deferral / active EE | $3,069 | $4,509-31.9% | $3,852-20.3% | $5,609-45.3% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |