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 | $12,525 | $90,600-86.2% | $79,464-84.2% | $135,375-90.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -14.28% | 977.43%-991.7pp | 718.14%-732.4pp | 519.73%-534.0pp |
| Employer contribution / active EE | $1,558 | $3,068-49.2% | $2,800-44.4% | $4,779-67.4% |
| Participant deferral / active EE | $2,651 | $4,050-34.5% | $3,704-28.4% | $5,609-52.7% |
| Admin fee / account holder | $19 | $5,907-99.7% | $5,113-99.6% | $10,827-99.8% |