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 | $22,467 | $142,344-84.2% | $119,609-81.2% | $134,475-83.3% |
| Participation rate | 73.7% | 82.8%-9.1pp | 79.3%-5.6pp | 81.2%-7.5pp |
| Annual return | -35.06% | -12.44%-22.6pp | -14.97%-20.1pp | 417.96%-453.0pp |
| Employer contribution / active EE | $3,917 | $5,222-25.0% | $4,232-7.5% | $4,740-17.4% |
| Participant deferral / active EE | $8,601 | $6,469+32.9% | $5,602+53.5% | $6,400+34.4% |
| Admin fee / account holder | $109 | $13,584-99.2% | $10,323-98.9% | $11,426-99.0% |