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 | $64,052 | $71,883-10.9% | $86,677-26.1% | $68,494-6.5% |
| Participation rate | 81.1% | 72.2%+8.8pp | 76.6%+4.5pp | 67.9%+13.2pp |
| Annual return | -19.86% | 3.52%-23.4pp | 35.91%-55.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $2,493 | $2,173+14.7% | $2,836-12.1% | $2,596-4.0% |
| Participant deferral / active EE | $14,648 | $3,779+287.7% | $4,656+214.6% | $4,027+263.7% |
| Admin fee / account holder | $69 | $6,112-98.9% | $7,493-99.1% | $5,403-98.7% |