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 | $42,761 | $92,222-53.6% | $76,768-44.3% | $135,375-68.4% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -10.48% | 5.46%-15.9pp | 2.43%-12.9pp | 519.73%-530.2pp |
| Employer contribution / active EE | $1,421 | $3,216-55.8% | $2,485-42.8% | $4,779-70.3% |
| Participant deferral / active EE | $11,112 | $4,509+146.5% | $3,852+188.5% | $5,609+98.1% |
| Admin fee / account holder | $15 | $10,748-99.9% | $6,675-99.8% | $10,827-99.9% |