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 | $26,518 | $42,894-38.2% | $60,874-56.4% | $68,494-61.3% |
| Participation rate | 82.7% | 66.8%+15.9pp | 73.1%+9.6pp | 67.9%+14.8pp |
| Annual return | -20.63% | -13.98%-6.7pp | 16.90%-37.5pp | -7.84%-12.8pp |
| Employer contribution / active EE | $3,031 | $1,978+53.2% | $2,701+12.2% | $2,596+16.7% |
| Participant deferral / active EE | $4,239 | $2,867+47.9% | $3,817+11.1% | $4,027+5.3% |
| Admin fee / account holder | $51 | $3,101-98.3% | $3,224-98.4% | $5,403-99.1% |