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 7-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 | $53,203 | $138,044-61.5% | $125,339-57.6% | $134,475-60.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.40% | 750.33%-772.7pp | 572.05%-594.5pp | 417.96%-440.4pp |
| Employer contribution / active EE | $4,255 | $5,243-18.9% | $4,814-11.6% | $4,740-10.2% |
| Participant deferral / active EE | $13,632 | $7,799+74.8% | $7,446+83.1% | $6,400+113.0% |
| Admin fee / account holder | $13 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |