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 | $27,347 | $88,594-69.1% | $70,092-61.0% | $134,475-79.7% |
| Participation rate | 73.3% | 74.9%-1.6pp | 70.5%+2.9pp | 81.2%-7.9pp |
| Annual return | -20.89% | 442.67%-463.6pp | 190.73%-211.6pp | 417.96%-438.9pp |
| Employer contribution / active EE | $10,667 | $3,233+229.9% | $2,559+316.9% | $4,740+125.1% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $155 | $10,441-98.5% | $6,267-97.5% | $11,426-98.6% |