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 4-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 | $31,664 | $92,703-65.8% | $82,719-61.7% | $134,475-76.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.68% | 944.92%-968.6pp | 701.18%-724.9pp | 417.96%-441.6pp |
| Employer contribution / active EE | $4,805 | $3,274+46.8% | $3,009+59.7% | $4,740+1.4% |
| Participant deferral / active EE | $13,436 | $4,802+179.8% | $4,395+205.7% | $6,400+110.0% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |