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 | $45,546 | $127,386-64.2% | $115,037-60.4% | $125,391-63.7% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -4.90% | 31.28%-36.2pp | 26.14%-31.0pp | 282.22%-287.1pp |
| Employer contribution / active EE | $3,419 | $5,166-33.8% | $4,608-25.8% | $4,866-29.7% |
| Participant deferral / active EE | $10,762 | $6,423+67.5% | $6,026+78.6% | $5,352+101.1% |
| Admin fee / account holder | $83 | $9,516-99.1% | $8,175-99.0% | $9,540-99.1% |