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 9-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 | $20,424 | $90,600-77.5% | $79,464-74.3% | $135,375-84.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.02% | 977.43%-987.5pp | 718.14%-728.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $2,738 | $3,068-10.8% | $2,800-2.2% | $4,779-42.7% |
| Participant deferral / active EE | $12,820 | $4,050+216.5% | $3,704+246.1% | $5,609+128.6% |
| Admin fee / account holder | $55 | $5,907-99.1% | $5,113-98.9% | $10,827-99.5% |