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 10-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 | $30,590 | $97,757-68.7% | $83,848-63.5% | $135,375-77.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.39% | 1287.37%-1297.8pp | 850.88%-861.3pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,955 | $4,222-53.7% | $3,631-46.1% | $4,779-59.1% |
| Participant deferral / active EE | $5,791 | $4,682+23.7% | $4,082+41.9% | $5,609+3.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |