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 8-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 | $55,924 | $96,305-41.9% | $80,569-30.6% | $139,434-59.9% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | -10.92% | 1350.08%-1361.0pp | 935.43%-946.3pp | 372.94%-383.9pp |
| Employer contribution / active EE | $1,304 | $3,262-60.0% | $2,723-52.1% | $4,751-72.6% |
| Participant deferral / active EE | $2,243 | $5,232-57.1% | $4,447-49.6% | $6,710-66.6% |
| Admin fee / account holder | $46 | $6,599-99.3% | $5,377-99.1% | $11,403-99.6% |