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 | $33,491 | $100,852-66.8% | $90,404-63.0% | $158,922-78.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -0.79% | 1724.20%-1725.0pp | 1293.02%-1293.8pp | 302.83%-303.6pp |
| Employer contribution / active EE | $1,290 | $3,689-65.0% | $3,262-60.4% | $4,761-72.9% |
| Participant deferral / active EE | $2,954 | $4,348-32.1% | $3,963-25.5% | $5,982-50.6% |
| Admin fee / account holder | $140 | $6,501-97.9% | $5,611-97.5% | $11,246-98.8% |