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 | $68,677 | $57,354+19.7% | $83,848-18.1% | $64,186+7.0% |
| Participation rate | 92.6% | 68.6%+24.0pp | 76.1%+16.4pp | 69.6%+23.0pp |
| Annual return | -10.57% | 11.38%-22.0pp | 850.88%-861.5pp | 7.63%-18.2pp |
| Employer contribution / active EE | $8,438 | $2,545+231.5% | $3,631+132.4% | $2,381+254.4% |
| Participant deferral / active EE | $2,740 | $2,993-8.5% | $4,082-32.9% | $3,470-21.0% |
| Admin fee / account holder | $238 | $4,046-94.1% | $5,478-95.7% | $4,888-95.1% |