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 5-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 | $22,377 | $99,640-77.5% | $86,436-74.1% | $134,475-83.4% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -25.44% | 6782.58%-6808.0pp | 4394.89%-4420.3pp | 417.96%-443.4pp |
| Employer contribution / active EE | $6,010 | $4,400+36.6% | $3,769+59.5% | $4,740+26.8% |
| Participant deferral / active EE | $9,011 | $7,246+24.4% | $6,952+29.6% | $6,400+40.8% |
| Admin fee / account holder | $152 | $8,371-98.2% | $6,731-97.7% | $11,426-98.7% |