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 | $60,561 | $185,200-67.3% | $142,863-57.6% | $167,490-63.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | -0.07% | 8555.70%-8555.8pp | 5637.54%-5637.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $22,488 | $5,604+301.3% | $4,144+442.7% | $4,837+364.9% |
| Participant deferral / active EE | $9,750 | $4,494+116.9% | $3,837+154.1% | $6,341+53.8% |
| Admin fee / account holder | $25 | $8,031-99.7% | $6,560-99.6% | $12,309-99.8% |