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 9-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 | $19,614 | $92,222-78.7% | $76,768-74.5% | $135,375-85.5% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -24.57% | 5.46%-30.0pp | 2.43%-27.0pp | 519.73%-544.3pp |
| Employer contribution / active EE | $5,450 | $3,216+69.5% | $2,485+119.3% | $4,779+14.0% |
| Participant deferral / active EE | $9,705 | $4,509+115.2% | $3,852+152.0% | $5,609+73.0% |
| Admin fee / account holder | $223 | $10,748-97.9% | $6,675-96.7% | $10,827-97.9% |