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 | $9,676 | $93,024-89.6% | $77,024-87.4% | $134,475-92.8% |
| Participation rate | 81.8% | 74.5%+7.3pp | 67.9%+13.9pp | 81.2%+0.6pp |
| Annual return | -21.92% | 62.60%-84.5pp | 42.32%-64.2pp | 417.96%-439.9pp |
| Employer contribution / active EE | $2,470 | $3,418-27.7% | $2,812-12.2% | $4,740-47.9% |
| Participant deferral / active EE | $6,769 | $5,238+29.2% | $4,426+52.9% | $6,400+5.8% |
| Admin fee / account holder | $126 | $6,944-98.2% | $5,425-97.7% | $11,426-98.9% |