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 | $16,585 | $97,044-82.9% | $83,333-80.1% | $135,375-87.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.24% | 12.31%-22.5pp | 10.63%-20.9pp | 519.73%-530.0pp |
| Employer contribution / active EE | $3,108 | $4,143-25.0% | $3,379-8.0% | $4,779-35.0% |
| Participant deferral / active EE | $5,184 | $5,964-13.1% | $5,565-6.8% | $5,609-7.6% |
| Admin fee / account holder | $158 | $8,380-98.1% | $7,510-97.9% | $10,827-98.5% |