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 | $38,434 | $96,305-60.1% | $80,569-52.3% | $139,434-72.4% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | -5.31% | 1350.08%-1355.4pp | 935.43%-940.7pp | 372.94%-378.2pp |
| Employer contribution / active EE | $756 | $3,262-76.8% | $2,723-72.2% | $4,751-84.1% |
| Participant deferral / active EE | $2,367 | $5,232-54.8% | $4,447-46.8% | $6,710-64.7% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |