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 10-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 | $60,469 | $157,256-61.5% | $141,162-57.2% | $152,861-60.4% |
| Participation rate | 77.8% | 84.8%-7.0pp | 82.5%-4.7pp | 82.4%-4.7pp |
| Annual return | -18.26% | 64.32%-82.6pp | 71.39%-89.7pp | 345.32%-363.6pp |
| Employer contribution / active EE | $2,437 | $5,261-53.7% | $4,735-48.5% | $4,762-48.8% |
| Participant deferral / active EE | $3,613 | $7,109-49.2% | $6,709-46.1% | $5,850-38.2% |
| Admin fee / account holder | $133 | $12,120-98.9% | $10,261-98.7% | $11,596-98.9% |