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 | $73,462 | $90,600-18.9% | $79,464-7.6% | $135,375-45.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.74% | 977.43%-987.2pp | 718.14%-727.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $6,571 | $3,068+114.2% | $2,800+134.6% | $4,779+37.5% |
| Participant deferral / active EE | $6,571 | $4,050+62.2% | $3,704+77.4% | $5,609+17.2% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |