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 | $57,987 | $97,757-40.7% | $83,848-30.8% | $135,375-57.2% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -11.86% | 1287.37%-1299.2pp | 850.88%-862.7pp | 519.73%-531.6pp |
| Employer contribution / active EE | $2,555 | $4,222-39.5% | $3,631-29.6% | $4,779-46.5% |
| Participant deferral / active EE | $7,263 | $4,682+55.1% | $4,082+77.9% | $5,609+29.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |