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 7-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 | $26,673 | $81,625-67.3% | $58,482-54.4% | $139,434-80.9% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | -15.06% | 7404.20%-7419.3pp | 4239.32%-4254.4pp | 372.94%-388.0pp |
| Employer contribution / active EE | $1,049 | $1,398-25.0% | $1,053-0.4% | $4,751-77.9% |
| Participant deferral / active EE | $1,049 | $2,557-59.0% | $1,924-45.5% | $6,710-84.4% |
| Admin fee / account holder | $40 | $3,265-98.8% | $2,516-98.4% | $11,403-99.6% |