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 | $20,104 | $77,813-74.2% | $123,544-83.7% | $64,186-68.7% |
| Participation rate | 85.0% | 74.7%+10.3pp | 82.3%+2.7pp | 69.6%+15.4pp |
| Annual return | -13.95% | 12.48%-26.4pp | 119.20%-133.1pp | 7.63%-21.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,704 | $5,240+28.0% | $6,426+4.3% | $3,470+93.2% |
| Admin fee / account holder | $277 | $5,519-95.0% | $9,284-97.0% | $4,888-94.3% |