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 | $47,452 | $127,386-62.7% | $115,037-58.8% | $125,391-62.2% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -6.36% | 31.28%-37.6pp | 26.14%-32.5pp | 282.22%-288.6pp |
| Employer contribution / active EE | $5,335 | $5,166+3.3% | $4,608+15.8% | $4,866+9.6% |
| Participant deferral / active EE | $6,096 | $6,423-5.1% | $6,026+1.1% | $5,352+13.9% |
| Admin fee / account holder | $284 | $9,516-97.0% | $8,175-96.5% | $9,540-97.0% |