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 8-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 | $12,798 | $69,518-81.6% | $59,878-78.6% | $135,375-90.5% |
| Participation rate | 77.3% | 77.8%-0.6pp | 74.7%+2.6pp | 82.6%-5.4pp |
| Annual return | -31.46% | 7.94%-39.4pp | 3.46%-34.9pp | 519.73%-551.2pp |
| Employer contribution / active EE | $2,419 | $3,235-25.2% | $2,722-11.1% | $4,779-49.4% |
| Participant deferral / active EE | $5,910 | $4,206+40.5% | $3,402+73.7% | $5,609+5.4% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |