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 | $36,685 | $167,307-78.1% | $143,757-74.5% | $134,475-72.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -22.66% | 0.46%-23.1pp | -0.04%-22.6pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,358 | $5,619-58.0% | $4,951-52.4% | $4,740-50.2% |
| Participant deferral / active EE | $12,358 | $6,446+91.7% | $5,637+119.2% | $6,400+93.1% |
| Admin fee / account holder | $166 | $18,088-99.1% | $14,673-98.9% | $11,426-98.5% |