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 | $23,913 | $90,600-73.6% | $79,464-69.9% | $135,375-82.3% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -11.15% | 977.43%-988.6pp | 718.14%-729.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $2,283 | $3,068-25.6% | $2,800-18.5% | $4,779-52.2% |
| Participant deferral / active EE | $5,511 | $4,050+36.1% | $3,704+48.8% | $5,609-1.7% |
| Admin fee / account holder | $260 | $5,907-95.6% | $5,113-94.9% | $10,827-97.6% |