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 7-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 | $14,796 | $67,331-78.0% | $60,874-75.7% | $134,475-89.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -22.57% | 49.93%-72.5pp | 16.90%-39.5pp | 417.96%-440.5pp |
| Employer contribution / active EE | $1,193 | $3,096-61.5% | $2,701-55.8% | $4,740-74.8% |
| Participant deferral / active EE | $8,763 | $4,538+93.1% | $3,817+129.6% | $6,400+36.9% |
| Admin fee / account holder | $71 | $4,582-98.5% | $3,224-97.8% | $11,426-99.4% |