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 | $21,247 | $167,307-87.3% | $143,757-85.2% | $134,475-84.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.89% | 0.46%-21.3pp | -0.04%-20.8pp | 417.96%-438.9pp |
| Employer contribution / active EE | $4,287 | $5,619-23.7% | $4,951-13.4% | $4,740-9.6% |
| Participant deferral / active EE | $8,407 | $6,446+30.4% | $5,637+49.1% | $6,400+31.4% |
| Admin fee / account holder | $79 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |