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 | $25,438 | $138,065-81.6% | $123,544-79.4% | $135,375-81.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -44.45% | 153.68%-198.1pp | 119.20%-163.6pp | 519.73%-564.2pp |
| Employer contribution / active EE | $7,500 | $5,151+45.6% | $4,628+62.1% | $4,779+56.9% |
| Participant deferral / active EE | $15,000 | $6,799+120.6% | $6,426+133.4% | $5,609+167.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |