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 5-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 | $3,463 | $25,979-86.7% | $71,735-95.2% | $68,494-94.9% |
| Participation rate | 88.6% | 54.5%+34.1pp | 62.3%+26.3pp | 67.9%+20.7pp |
| Annual return | -27.88% | -15.10%-12.8pp | 9.14%-37.0pp | -7.84%-20.0pp |
| Employer contribution / active EE | $1,155 | $900+28.2% | $1,704-32.2% | $2,596-55.5% |
| Participant deferral / active EE | $1,477 | $1,522-2.9% | $2,658-44.4% | $4,027-63.3% |
| Admin fee / account holder | $186 | $2,022-90.8% | $3,974-95.3% | $5,403-96.5% |