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 6-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 | $47,022 | $90,600-48.1% | $79,464-40.8% | $135,375-65.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -36.48% | 977.43%-1013.9pp | 718.14%-754.6pp | 519.73%-556.2pp |
| Employer contribution / active EE | $13,448 | $3,068+338.3% | $2,800+380.2% | $4,779+181.4% |
| Participant deferral / active EE | $13,873 | $4,050+242.5% | $3,704+274.5% | $5,609+147.3% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |