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 | $46,349 | $160,055-71.0% | $140,016-66.9% | $135,375-65.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -15.65% | 911.38%-927.0pp | 651.12%-666.8pp | 519.73%-535.4pp |
| Employer contribution / active EE | $21,622 | $6,420+236.8% | $5,606+285.7% | $4,779+352.5% |
| Participant deferral / active EE | $13,293 | $7,642+74.0% | $6,927+91.9% | $5,609+137.0% |
| Admin fee / account holder | $121 | $13,328-99.1% | $10,705-98.9% | $10,827-98.9% |