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 10-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 | $15,225 | $90,600-83.2% | $79,464-80.8% | $135,375-88.8% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -10.55% | 977.43%-988.0pp | 718.14%-728.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,318 | $3,068-57.0% | $2,800-52.9% | $4,779-72.4% |
| Participant deferral / active EE | $1,462 | $4,050-63.9% | $3,704-60.5% | $5,609-73.9% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |