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 9-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 | $12,570 | $54,229-76.8% | $70,092-82.1% | $68,494-81.6% |
| Participation rate | 92.5% | 64.5%+28.0pp | 70.5%+22.0pp | 67.9%+24.6pp |
| Annual return | -20.34% | -13.87%-6.5pp | 190.73%-211.1pp | -7.84%-12.5pp |
| Employer contribution / active EE | $901 | $2,018-55.4% | $2,559-64.8% | $2,596-65.3% |
| Participant deferral / active EE | $1,942 | $2,956-34.3% | $3,849-49.5% | $4,027-51.8% |
| Admin fee / account holder | $115 | $4,694-97.6% | $6,267-98.2% | $5,403-97.9% |