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 | $20,420 | $142,344-85.7% | $119,609-82.9% | $134,475-84.8% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -21.36% | -12.44%-8.9pp | -14.97%-6.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,796 | $5,222-46.5% | $4,232-33.9% | $4,740-41.0% |
| Participant deferral / active EE | $6,237 | $6,469-3.6% | $5,602+11.3% | $6,400-2.5% |
| Admin fee / account holder | $63 | $13,584-99.5% | $10,323-99.4% | $11,426-99.4% |