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 8-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 | $25,476 | $152,509-83.3% | $117,472-78.3% | $134,475-81.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -52.77% | 52.99%-105.8pp | 29.74%-82.5pp | 417.96%-470.7pp |
| Employer contribution / active EE | $12,636 | $5,571+126.8% | $4,176+202.6% | $4,740+166.6% |
| Participant deferral / active EE | $5,867 | $4,818+21.8% | $4,070+44.1% | $6,400-8.3% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |