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 | $36,109 | $167,307-78.4% | $143,757-74.9% | $134,475-73.1% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -22.10% | 0.46%-22.6pp | -0.04%-22.1pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,620 | $5,619-53.4% | $4,951-47.1% | $4,740-44.7% |
| Participant deferral / active EE | $5,173 | $6,446-19.8% | $5,637-8.2% | $6,400-19.2% |
| Admin fee / account holder | $53 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |