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 | $42,307 | $158,817-73.4% | $121,196-65.1% | $135,375-68.7% |
| Participation rate | 88.9% | 79.3%+9.6pp | 71.7%+17.1pp | 82.6%+6.2pp |
| Annual return | -10.24% | -0.64%-9.6pp | 16.93%-27.2pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,393 | $5,665-75.4% | $4,022-65.4% | $4,779-70.9% |
| Participant deferral / active EE | $6,480 | $4,005+61.8% | $3,344+93.7% | $5,609+15.5% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |