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 | $13,707 | $95,862-85.7% | $79,550-82.8% | $134,475-89.8% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -30.05% | -2.69%-27.4pp | 0.16%-30.2pp | 417.96%-448.0pp |
| Employer contribution / active EE | $2,142 | $3,128-31.5% | $2,413-11.3% | $4,740-54.8% |
| Participant deferral / active EE | $6,042 | $4,693+28.7% | $3,985+51.6% | $6,400-5.6% |
| Admin fee / account holder | $54 | $9,126-99.4% | $6,832-99.2% | $11,426-99.5% |