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 | $42,949 | $45,152-4.9% | $73,843-41.8% | $59,632-28.0% |
| Participation rate | 91.4% | 64.0%+27.4pp | 73.4%+18.0pp | 68.7%+22.8pp |
| Annual return | -2.63% | 27.40%-30.0pp | 2267.84%-2270.5pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $423 | $1,902-77.7% | $2,787-84.8% | $2,203-80.8% |
| Participant deferral / active EE | $2,351 | $2,574-8.6% | $3,583-34.4% | $3,192-26.3% |
| Admin fee / account holder | $86 | $3,516-97.6% | $4,880-98.2% | $4,297-98.0% |