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 5-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 | $14,765 | $92,703-84.1% | $82,719-82.2% | $134,475-89.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.90% | 944.92%-970.8pp | 701.18%-727.1pp | 417.96%-443.9pp |
| Employer contribution / active EE | $2,490 | $3,274-24.0% | $3,009-17.3% | $4,740-47.5% |
| Participant deferral / active EE | $9,089 | $4,802+89.3% | $4,395+106.8% | $6,400+42.0% |
| Admin fee / account holder | $9 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |