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 | $42,336 | $77,813-45.6% | $123,544-65.7% | $64,186-34.0% |
| Participation rate | 73.5% | 74.7%-1.2pp | 82.3%-8.8pp | 69.6%+4.0pp |
| Annual return | -9.58% | 12.48%-22.1pp | 119.20%-128.8pp | 7.63%-17.2pp |
| Employer contribution / active EE | $3,287 | $3,014+9.1% | $4,628-29.0% | $2,381+38.1% |
| Participant deferral / active EE | $6,405 | $5,240+22.2% | $6,426-0.3% | $3,470+84.6% |
| Admin fee / account holder | $239 | $5,519-95.7% | $9,284-97.4% | $4,888-95.1% |