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 6-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 | $34,495 | $167,484-79.4% | $151,611-77.2% | $134,475-74.3% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -23.18% | 7.80%-31.0pp | 3.33%-26.5pp | 417.96%-441.1pp |
| Employer contribution / active EE | $4,347 | $6,829-36.3% | $6,166-29.5% | $4,740-8.3% |
| Participant deferral / active EE | $10,597 | $8,986+17.9% | $8,363+26.7% | $6,400+65.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |