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 | $25,995 | $76,738-66.1% | $56,411-53.9% | $145,922-82.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | -10.94% | 2994.23%-3005.2pp | 1701.33%-1712.3pp | 561.29%-572.2pp |
| Employer contribution / active EE | $1,118 | $1,380-19.0% | $1,039+7.6% | $4,660-76.0% |
| Participant deferral / active EE | $1,128 | $2,623-57.0% | $1,952-42.2% | $6,688-83.1% |
| Admin fee / account holder | $7 | $3,334-99.8% | $2,829-99.8% | $13,397-99.9% |