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 | $17,305 | $99,640-82.6% | $86,436-80.0% | $134,475-87.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.18% | 6782.58%-6808.8pp | 4394.89%-4421.1pp | 417.96%-444.1pp |
| Employer contribution / active EE | $6,691 | $4,400+52.1% | $3,769+77.6% | $4,740+41.2% |
| Participant deferral / active EE | $10,648 | $7,246+46.9% | $6,952+53.2% | $6,400+66.4% |
| Admin fee / account holder | $121 | $8,371-98.5% | $6,731-98.2% | $11,426-98.9% |