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 9-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 | $247,366 | $73,867+234.9% | $143,757+72.1% | $68,494+261.1% |
| Participation rate | 81.0% | 66.7%+14.4pp | 80.3%+0.7pp | 67.9%+13.1pp |
| Annual return | -65.74% | 1.01%-66.7pp | -0.04%-65.7pp | -7.84%-57.9pp |
| Employer contribution / active EE | $20,808 | $3,184+553.5% | $4,951+320.3% | $2,596+701.5% |
| Participant deferral / active EE | $11,333 | $3,384+234.9% | $5,637+101.0% | $4,027+181.4% |
| Admin fee / account holder | $61 | $5,755-98.9% | $14,673-99.6% | $5,403-98.9% |