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 | $66,514 | $107,791-38.3% | $90,645-26.6% | $135,375-50.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -17.07% | -0.90%-16.2pp | 1.88%-19.0pp | 519.73%-536.8pp |
| Employer contribution / active EE | $1,246 | $3,018-58.7% | $2,532-50.8% | $4,779-73.9% |
| Participant deferral / active EE | $5,641 | $3,872+45.7% | $3,425+64.7% | $5,609+0.6% |
| Admin fee / account holder | $280 | $5,930-95.3% | $4,994-94.4% | $10,827-97.4% |