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 | $43,111 | $94,529-54.4% | $140,016-69.2% | $64,186-32.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 87.5%-12.5pp | 69.6%+5.4pp |
| Annual return | -11.47% | 7.77%-19.2pp | 651.12%-662.6pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,288 | $3,812-66.2% | $5,606-77.0% | $2,381-45.9% |
| Participant deferral / active EE | $4,310 | $5,250-17.9% | $6,927-37.8% | $3,470+24.2% |
| Admin fee / account holder | $112 | $6,741-98.3% | $10,705-99.0% | $4,888-97.7% |