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 | $23,281 | $138,044-83.1% | $125,339-81.4% | $134,475-82.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -41.07% | 750.33%-791.4pp | 572.05%-613.1pp | 417.96%-459.0pp |
| Employer contribution / active EE | $6,838 | $5,243+30.4% | $4,814+42.1% | $4,740+44.3% |
| Participant deferral / active EE | $14,224 | $7,799+82.4% | $7,446+91.0% | $6,400+122.3% |
| Admin fee / account holder | $53 | $11,571-99.5% | $10,010-99.5% | $11,426-99.5% |