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 6-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 | $32,065 | $190,805-83.2% | $159,960-80.0% | $134,475-76.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.54% | 552.23%-572.8pp | 408.60%-429.1pp | 417.96%-438.5pp |
| Employer contribution / active EE | $4,240 | $4,995-15.1% | $4,226+0.3% | $4,740-10.6% |
| Participant deferral / active EE | $7,066 | $6,923+2.1% | $6,182+14.3% | $6,400+10.4% |
| Admin fee / account holder | $126 | $10,471-98.8% | $8,698-98.6% | $11,426-98.9% |