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 | $19,865 | $92,222-78.5% | $76,768-74.1% | $135,375-85.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.23% | 5.46%-14.7pp | 2.43%-11.7pp | 519.73%-529.0pp |
| Employer contribution / active EE | $3,302 | $3,216+2.7% | $2,485+32.8% | $4,779-30.9% |
| Participant deferral / active EE | $4,253 | $4,509-5.7% | $3,852+10.4% | $5,609-24.2% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |