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 7-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 | $14,060 | $92,703-84.8% | $82,719-83.0% | $134,475-89.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -21.11% | 944.92%-966.0pp | 701.18%-722.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $3,212 | $3,274-1.9% | $3,009+6.8% | $4,740-32.2% |
| Participant deferral / active EE | $5,750 | $4,802+19.7% | $4,395+30.8% | $6,400-10.1% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |