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 9-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 | $51,289 | $97,757-47.5% | $83,848-38.8% | $135,375-62.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.77% | 1287.37%-1297.1pp | 850.88%-860.6pp | 519.73%-529.5pp |
| Employer contribution / active EE | $3,670 | $4,222-13.1% | $3,631+1.1% | $4,779-23.2% |
| Participant deferral / active EE | $13,575 | $4,682+189.9% | $4,082+232.6% | $5,609+142.0% |
| Admin fee / account holder | $199 | $6,674-97.0% | $5,478-96.4% | $10,827-98.2% |