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 | $31,824 | $72,404-56.0% | $110,238-71.1% | $64,186-50.4% |
| Participation rate | 77.1% | 73.3%+3.8pp | 79.8%-2.7pp | 69.6%+7.6pp |
| Annual return | -8.45% | -6.29%-2.2pp | 314.74%-323.2pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,506 | $2,282-34.0% | $3,826-60.6% | $2,381-36.7% |
| Participant deferral / active EE | $2,108 | $3,469-39.2% | $4,672-54.9% | $3,470-39.2% |
| Admin fee / account holder | $265 | $5,664-95.3% | $8,547-96.9% | $4,888-94.6% |