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 | $17,069 | $97,757-82.5% | $83,848-79.6% | $135,375-87.4% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -9.69% | 1287.37%-1297.1pp | 850.88%-860.6pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,238 | $4,222-70.7% | $3,631-65.9% | $4,779-74.1% |
| Participant deferral / active EE | $4,424 | $4,682-5.5% | $4,082+8.4% | $5,609-21.1% |
| Admin fee / account holder | $202 | $6,674-97.0% | $5,478-96.3% | $10,827-98.1% |