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 | $68,486 | $82,664-17.2% | $125,339-45.4% | $68,4940% |
| Participation rate | 70.0% | 75.0%-5.0pp | 82.4%-12.4pp | 67.9%+2.1pp |
| Annual return | -20.19% | -5.97%-14.2pp | 572.05%-592.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $3,079 | $3,381-8.9% | $4,814-36.0% | $2,596+18.6% |
| Participant deferral / active EE | $6,497 | $6,110+6.3% | $7,446-12.7% | $4,027+61.3% |
| Admin fee / account holder | $295 | $6,275-95.3% | $10,010-97.1% | $5,403-94.5% |