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 | $77,115 | $90,600-14.9% | $79,464-3.0% | $135,375-43.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -16.55% | 977.43%-994.0pp | 718.14%-734.7pp | 519.73%-536.3pp |
| Employer contribution / active EE | $18,001 | $3,068+486.7% | $2,800+542.8% | $4,779+276.7% |
| Participant deferral / active EE | $10,333 | $4,050+155.1% | $3,704+179.0% | $5,609+84.2% |
| Admin fee / account holder | $79 | $5,907-98.7% | $5,113-98.5% | $10,827-99.3% |