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 | $43,529 | $138,044-68.5% | $125,339-65.3% | $134,475-67.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -52.43% | 750.33%-802.8pp | 572.05%-624.5pp | 417.96%-470.4pp |
| Employer contribution / active EE | $21,145 | $5,243+303.3% | $4,814+339.3% | $4,740+346.1% |
| Participant deferral / active EE | $17,418 | $7,799+123.3% | $7,446+133.9% | $6,400+172.2% |
| Admin fee / account holder | $279 | $11,571-97.6% | $10,010-97.2% | $11,426-97.6% |