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 | $57,878 | $72,404-20.1% | $110,238-47.5% | $64,186-9.8% |
| Participation rate | 76.7% | 73.3%+3.3pp | 79.8%-3.2pp | 69.6%+7.1pp |
| Annual return | -10.66% | -6.29%-4.4pp | 314.74%-325.4pp | 7.63%-18.3pp |
| Employer contribution / active EE | $2,840 | $2,282+24.5% | $3,826-25.8% | $2,381+19.3% |
| Participant deferral / active EE | $8,286 | $3,469+138.8% | $4,672+77.3% | $3,470+138.8% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,547-100.0% | $4,888-100.0% |