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 | $23,052 | $45,865-49.7% | $40,757-43.4% | $125,391-81.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 83.2%+16.8pp |
| Annual return | -5.81% | -1.32%-4.5pp | -0.50%-5.3pp | 282.22%-288.0pp |
| Employer contribution / active EE | $6,037 | $3,697+63.3% | $3,004+101.0% | $4,866+24.1% |
| Participant deferral / active EE | $6,037 | $4,199+43.8% | $3,485+73.2% | $5,352+12.8% |
| Admin fee / account holder | $125 | $5,763-97.8% | $4,272-97.1% | $9,540-98.7% |