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 | $60,856 | $92,703-34.4% | $82,719-26.4% | $134,475-54.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -33.06% | 944.92%-978.0pp | 701.18%-734.2pp | 417.96%-451.0pp |
| Employer contribution / active EE | $8,427 | $3,274+157.4% | $3,009+180.1% | $4,740+77.8% |
| Participant deferral / active EE | $12,699 | $4,802+164.5% | $4,395+188.9% | $6,400+98.4% |
| Admin fee / account holder | $17 | $5,983-99.7% | $5,329-99.7% | $11,426-99.8% |