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 | $26,475 | $77,813-66.0% | $123,544-78.6% | $64,186-58.8% |
| Participation rate | 76.2% | 74.7%+1.5pp | 82.3%-6.1pp | 69.6%+6.6pp |
| Annual return | -9.89% | 12.48%-22.4pp | 119.20%-129.1pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,469 | $3,014-51.2% | $4,628-68.2% | $2,381-38.3% |
| Participant deferral / active EE | $3,695 | $5,240-29.5% | $6,426-42.5% | $3,470+6.5% |
| Admin fee / account holder | $185 | $5,519-96.6% | $9,284-98.0% | $4,888-96.2% |