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 4-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 | $5,346 | $39,019-86.3% | $80,716-93.4% | $85,850-93.8% |
| Participation rate | 96.6% | 41.5%+55.0pp | 54.2%+42.4pp | 69.3%+27.2pp |
| Annual return | 0.00% | 26.27%-26.3pp | 87.28%-87.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $3,053 | $722+322.9% | $1,160+163.2% | $2,565+19.0% |
| Participant deferral / active EE | $0 | $1,326-100.0% | $2,146-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |