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 5-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 | $17,231 | $88,594-80.6% | $70,092-75.4% | $134,475-87.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -31.62% | 442.67%-474.3pp | 190.73%-222.4pp | 417.96%-449.6pp |
| Employer contribution / active EE | $6,563 | $3,233+103.0% | $2,559+156.5% | $4,740+38.5% |
| Participant deferral / active EE | $11,471 | $4,772+140.4% | $3,849+198.1% | $6,400+79.2% |
| Admin fee / account holder | $155 | $10,441-98.5% | $6,267-97.5% | $11,426-98.6% |