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 | $20,544 | $82,664-75.1% | $125,339-83.6% | $68,494-70.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 82.4%-10.9pp | 67.9%+3.5pp |
| Annual return | -29.78% | -5.97%-23.8pp | 572.05%-601.8pp | -7.84%-21.9pp |
| Employer contribution / active EE | $5,535 | $3,381+63.7% | $4,814+15.0% | $2,596+113.2% |
| Participant deferral / active EE | $6,697 | $6,110+9.6% | $7,446-10.1% | $4,027+66.3% |
| Admin fee / account holder | $104 | $6,275-98.3% | $10,010-99.0% | $5,403-98.1% |