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 | $55,862 | $73,867-24.4% | $143,757-61.1% | $68,494-18.4% |
| Participation rate | 75.9% | 66.7%+9.2pp | 80.3%-4.4pp | 67.9%+8.0pp |
| Annual return | -24.62% | 1.01%-25.6pp | -0.04%-24.6pp | -7.84%-16.8pp |
| Employer contribution / active EE | $1,861 | $3,184-41.5% | $4,951-62.4% | $2,596-28.3% |
| Participant deferral / active EE | $3,476 | $3,384+2.7% | $5,637-38.3% | $4,027-13.7% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |