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 7-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 | $41,545 | $138,044-69.9% | $125,339-66.9% | $134,475-69.1% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -21.47% | 750.33%-771.8pp | 572.05%-593.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $2,118 | $5,243-59.6% | $4,814-56.0% | $4,740-55.3% |
| Participant deferral / active EE | $7,226 | $7,799-7.3% | $7,446-3.0% | $6,400+12.9% |
| Admin fee / account holder | $213 | $11,571-98.2% | $10,010-97.9% | $11,426-98.1% |