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 9-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 | $47,483 | $190,805-75.1% | $159,960-70.3% | $134,475-64.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -24.33% | 552.23%-576.6pp | 408.60%-432.9pp | 417.96%-442.3pp |
| Employer contribution / active EE | $13,137 | $4,995+163.0% | $4,226+210.9% | $4,740+177.2% |
| Participant deferral / active EE | $7,017 | $6,923+1.4% | $6,182+13.5% | $6,400+9.6% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |