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 9-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 | $16,553 | $97,757-83.1% | $83,848-80.3% | $135,375-87.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -44.23% | 1287.37%-1331.6pp | 850.88%-895.1pp | 519.73%-564.0pp |
| Employer contribution / active EE | $8,762 | $4,222+107.6% | $3,631+141.3% | $4,779+83.4% |
| Participant deferral / active EE | $7,055 | $4,682+50.7% | $4,082+72.8% | $5,609+25.8% |
| Admin fee / account holder | $57 | $6,674-99.1% | $5,478-99.0% | $10,827-99.5% |