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 | $22,297 | $59,805-62.7% | $79,550-72.0% | $68,494-67.4% |
| Participation rate | 89.3% | 61.1%+28.2pp | 69.5%+19.8pp | 67.9%+21.4pp |
| Annual return | -19.62% | -12.30%-7.3pp | 0.16%-19.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,762 | $1,505+83.5% | $2,413+14.4% | $2,596+6.4% |
| Participant deferral / active EE | $4,120 | $3,024+36.2% | $3,985+3.4% | $4,027+2.3% |
| Admin fee / account holder | $200 | $4,835-95.9% | $6,832-97.1% | $5,403-96.3% |