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 | $64,669 | $77,813-16.9% | $123,544-47.7% | $64,186+0.8% |
| Participation rate | 96.7% | 74.7%+22.0pp | 82.3%+14.4pp | 69.6%+27.1pp |
| Annual return | -8.57% | 12.48%-21.1pp | 119.20%-127.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $3,766 | $3,014+25.0% | $4,628-18.6% | $2,381+58.2% |
| Participant deferral / active EE | $9,022 | $5,240+72.2% | $6,426+40.4% | $3,470+160.0% |
| Admin fee / account holder | $56 | $5,519-99.0% | $9,284-99.4% | $4,888-98.9% |