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 | $67,662 | $106,543-36.5% | $91,220-25.8% | $134,475-49.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -24.23% | 160.60%-184.8pp | 114.01%-138.2pp | 417.96%-442.2pp |
| Employer contribution / active EE | $16,649 | $3,331+399.9% | $2,850+484.2% | $4,740+251.3% |
| Participant deferral / active EE | $22,604 | $4,719+379.0% | $4,234+433.9% | $6,400+253.2% |
| Admin fee / account holder | $239 | $6,231-96.2% | $5,420-95.6% | $11,426-97.9% |