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 4-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 | $12,148 | $53,162-77.1% | $91,220-86.7% | $68,494-82.3% |
| Participation rate | 93.9% | 63.2%+30.7pp | 73.2%+20.7pp | 67.9%+26.1pp |
| Annual return | -26.75% | -3.14%-23.6pp | 114.01%-140.8pp | -7.84%-18.9pp |
| Employer contribution / active EE | $3,024 | $1,709+76.9% | $2,850+6.1% | $2,596+16.5% |
| Participant deferral / active EE | $7,701 | $2,974+159.0% | $4,234+81.9% | $4,027+91.2% |
| Admin fee / account holder | $133 | $4,493-97.0% | $5,420-97.5% | $5,403-97.5% |