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 6-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 | $21,574 | $111,724-80.7% | $93,606-77.0% | $145,922-85.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -4.08% | 202.98%-207.1pp | 133.20%-137.3pp | 561.29%-565.4pp |
| Employer contribution / active EE | $2,767 | $3,090-10.4% | $2,420+14.4% | $4,660-40.6% |
| Participant deferral / active EE | $4,343 | $4,912-11.6% | $4,411-1.5% | $6,688-35.1% |
| Admin fee / account holder | $290 | $10,250-97.2% | $8,285-96.5% | $13,397-97.8% |