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 | $14,427 | $97,757-85.2% | $83,848-82.8% | $135,375-89.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -23.24% | 1287.37%-1310.6pp | 850.88%-874.1pp | 519.73%-543.0pp |
| Employer contribution / active EE | $4,500 | $4,222+6.6% | $3,631+23.9% | $4,779-5.8% |
| Participant deferral / active EE | $7,458 | $4,682+59.3% | $4,082+82.7% | $5,609+33.0% |
| Admin fee / account holder | $80 | $6,674-98.8% | $5,478-98.5% | $10,827-99.3% |