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 | $40,930 | $37,426+9.4% | $77,482-47.2% | $79,858-48.7% |
| Participation rate | 83.9% | 41.5%+42.4pp | 54.2%+29.7pp | 69.6%+14.2pp |
| Annual return | -18.79% | 39.70%-58.5pp | 54.79%-73.6pp | 31.71%-50.5pp |
| Employer contribution / active EE | $514 | $637-19.3% | $986-47.9% | $2,471-79.2% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |