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 | $26,611 | $138,065-80.7% | $123,544-78.5% | $135,375-80.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.09% | 153.68%-165.8pp | 119.20%-131.3pp | 519.73%-531.8pp |
| Employer contribution / active EE | $2,497 | $5,151-51.5% | $4,628-46.0% | $4,779-47.7% |
| Participant deferral / active EE | $6,423 | $6,799-5.5% | $6,4260% | $5,609+14.5% |
| Admin fee / account holder | $197 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |