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 7-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 | $29,523 | $115,770-74.5% | $101,248-70.8% | $158,922-81.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -12.09% | 56.14%-68.2pp | 46.47%-58.6pp | 302.83%-314.9pp |
| Employer contribution / active EE | $9,235 | $4,175+121.2% | $3,660+152.4% | $4,761+94.0% |
| Participant deferral / active EE | $10,213 | $4,957+106.0% | $4,370+133.7% | $5,982+70.7% |
| Admin fee / account holder | $102 | $7,245-98.6% | $5,945-98.3% | $11,246-99.1% |