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 6-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 | $27,905 | $138,044-79.8% | $125,339-77.7% | $134,475-79.2% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -33.11% | 750.33%-783.4pp | 572.05%-605.2pp | 417.96%-451.1pp |
| Employer contribution / active EE | $8,678 | $5,243+65.5% | $4,814+80.3% | $4,740+83.1% |
| Participant deferral / active EE | $9,442 | $7,799+21.1% | $7,446+26.8% | $6,400+47.5% |
| Admin fee / account holder | $157 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |