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 | $6,833 | $84,402-91.9% | $61,373-88.9% | $134,475-94.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -25.02% | 584.55%-609.6pp | 338.61%-363.6pp | 417.96%-443.0pp |
| Employer contribution / active EE | $957 | $1,544-38.0% | $1,159-17.4% | $4,740-79.8% |
| Participant deferral / active EE | $6,047 | $2,819+114.5% | $2,125+184.6% | $6,400-5.5% |
| Admin fee / account holder | $67 | $2,585-97.4% | $2,130-96.9% | $11,426-99.4% |