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 8-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 | $86,130 | $99,640-13.6% | $86,436-0.4% | $134,475-36.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.16% | 6782.58%-6803.7pp | 4394.89%-4416.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $1,920 | $4,400-56.4% | $3,769-49.1% | $4,740-59.5% |
| Participant deferral / active EE | $20,500 | $7,246+182.9% | $6,952+194.9% | $6,400+220.3% |
| Admin fee / account holder | $145 | $8,371-98.3% | $6,731-97.8% | $11,426-98.7% |