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 | $156,941 | $167,484-6.3% | $151,611+3.5% | $134,475+16.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.47% | 7.80%-29.3pp | 3.33%-24.8pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,545 | $6,829-62.7% | $6,166-58.7% | $4,740-46.3% |
| Participant deferral / active EE | $14,404 | $8,986+60.3% | $8,363+72.2% | $6,400+125.1% |
| Admin fee / account holder | $44 | $13,783-99.7% | $11,616-99.6% | $11,426-99.6% |