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 | $33,934 | $87,540-61.2% | $75,781-55.2% | $125,391-72.9% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -26.84% | 13.48%-40.3pp | 9.68%-36.5pp | 282.22%-309.1pp |
| Employer contribution / active EE | $12,701 | $3,930+223.2% | $3,323+282.2% | $4,866+161.0% |
| Participant deferral / active EE | $10,469 | $4,229+147.5% | $3,651+186.7% | $5,352+95.6% |
| Admin fee / account holder | $69 | $6,502-98.9% | $5,299-98.7% | $9,540-99.3% |