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 | $28,647 | $90,600-68.4% | $79,464-63.9% | $135,375-78.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.70% | 977.43%-989.1pp | 718.14%-729.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $2,058 | $3,068-32.9% | $2,800-26.5% | $4,779-56.9% |
| Participant deferral / active EE | $6,103 | $4,050+50.7% | $3,704+64.8% | $5,609+8.8% |
| Admin fee / account holder | $295 | $5,907-95.0% | $5,113-94.2% | $10,827-97.3% |