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 | $12,351 | $43,327-71.5% | $59,878-79.4% | $64,186-80.8% |
| Participation rate | 84.8% | 69.2%+15.7pp | 74.7%+10.1pp | 69.6%+15.3pp |
| Annual return | -11.46% | -1.55%-9.9pp | 3.46%-14.9pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,431 | $2,028-29.5% | $2,722-47.4% | $2,381-39.9% |
| Participant deferral / active EE | $3,078 | $2,546+20.9% | $3,402-9.5% | $3,470-11.3% |
| Admin fee / account holder | $1 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |