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 | $89,937 | $142,344-36.8% | $119,609-24.8% | $134,475-33.1% |
| Participation rate | 78.3% | 82.8%-4.6pp | 79.3%-1.0pp | 81.2%-3.0pp |
| Annual return | -20.14% | -12.44%-7.7pp | -14.97%-5.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $8,698 | $5,222+66.6% | $4,232+105.5% | $4,740+83.5% |
| Participant deferral / active EE | $7,361 | $6,469+13.8% | $5,602+31.4% | $6,400+15.0% |
| Admin fee / account holder | $112 | $13,584-99.2% | $10,323-98.9% | $11,426-99.0% |