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 | $19,234 | $42,383-54.6% | $76,523-74.9% | $64,186-70.0% |
| Participation rate | 75.6% | 58.1%+17.5pp | 68.0%+7.6pp | 69.6%+6.0pp |
| Annual return | -9.81% | -16.54%+6.7pp | -0.27%-9.5pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,500 | $1,563-4.0% | $2,647-43.3% | $2,381-37.0% |
| Participant deferral / active EE | $4,658 | $2,566+81.5% | $3,835+21.4% | $3,470+34.3% |
| Admin fee / account holder | $294 | $3,198-90.8% | $4,848-93.9% | $4,888-94.0% |