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 | $77,447 | $96,635-19.9% | $86,612-10.6% | $139,434-44.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -40.66% | 106.41%-147.1pp | 591.07%-631.7pp | 372.94%-413.6pp |
| Employer contribution / active EE | $3,829 | $3,263+17.3% | $3,022+26.7% | $4,751-19.4% |
| Participant deferral / active EE | $13,587 | $4,836+181.0% | $4,438+206.2% | $6,710+102.5% |
| Admin fee / account holder | $164 | $6,408-97.4% | $5,614-97.1% | $11,403-98.6% |