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 5-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 | $35,381 | $190,805-81.5% | $159,960-77.9% | $134,475-73.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -31.34% | 552.23%-583.6pp | 408.60%-439.9pp | 417.96%-449.3pp |
| Employer contribution / active EE | $8,333 | $4,995+66.8% | $4,226+97.2% | $4,740+75.8% |
| Participant deferral / active EE | $18,025 | $6,923+160.4% | $6,182+191.6% | $6,400+181.7% |
| Admin fee / account holder | $66 | $10,471-99.4% | $8,698-99.2% | $11,426-99.4% |