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 | $25,171 | $127,386-80.2% | $115,037-78.1% | $125,391-79.9% |
| Participation rate | 93.3% | 84.2%+9.2pp | 81.4%+12.0pp | 83.2%+10.1pp |
| Annual return | -5.30% | 31.28%-36.6pp | 26.14%-31.4pp | 282.22%-287.5pp |
| Employer contribution / active EE | $4,334 | $5,166-16.1% | $4,608-5.9% | $4,866-10.9% |
| Participant deferral / active EE | $7,467 | $6,423+16.3% | $6,026+23.9% | $5,352+39.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |