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 | $16,577 | $99,341-83.3% | $84,750-80.4% | $273,961-93.9% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | -14.59% | 22.93%-37.5pp | 22.78%-37.4pp | 41.45%-56.0pp |
| Employer contribution / active EE | $1,096 | $4,214-74.0% | $3,574-69.3% | $4,869-77.5% |
| Participant deferral / active EE | $3,275 | $4,269-23.3% | $3,712-11.8% | $5,287-38.1% |
| Admin fee / account holder | $50 | $6,644-99.2% | $5,332-99.1% | $10,132-99.5% |