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 | $26,101 | $138,065-81.1% | $123,544-78.9% | $135,375-80.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.40% | 153.68%-169.1pp | 119.20%-134.6pp | 519.73%-535.1pp |
| Employer contribution / active EE | $5,343 | $5,151+3.7% | $4,628+15.5% | $4,779+11.8% |
| Participant deferral / active EE | $15,305 | $6,799+125.1% | $6,426+138.2% | $5,609+172.9% |
| Admin fee / account holder | $62 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |