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 | $74,157 | $138,065-46.3% | $123,544-40.0% | $135,375-45.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -11.01% | 153.68%-164.7pp | 119.20%-130.2pp | 519.73%-530.7pp |
| Employer contribution / active EE | $1,588 | $5,151-69.2% | $4,628-65.7% | $4,779-66.8% |
| Participant deferral / active EE | $6,168 | $6,799-9.3% | $6,426-4.0% | $5,609+10.0% |
| Admin fee / account holder | $97 | $10,916-99.1% | $9,284-99.0% | $10,827-99.1% |