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 | $15,614 | $54,350-71.3% | $82,719-81.1% | $68,494-77.2% |
| Participation rate | 84.4% | 63.9%+20.5pp | 72.6%+11.8pp | 67.9%+16.5pp |
| Annual return | -20.71% | -13.67%-7.0pp | 701.18%-721.9pp | -7.84%-12.9pp |
| Employer contribution / active EE | $1,080 | $2,218-51.3% | $3,009-64.1% | $2,596-58.4% |
| Participant deferral / active EE | $1,080 | $3,246-66.7% | $4,395-75.4% | $4,027-73.2% |
| Admin fee / account holder | $40 | $4,395-99.1% | $5,329-99.3% | $5,403-99.3% |