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 | $26,803 | $95,971-72.1% | $74,550-64.0% | $135,375-80.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -12.85% | 56.96%-69.8pp | 32.53%-45.4pp | 519.73%-532.6pp |
| Employer contribution / active EE | $3,194 | $2,716+17.6% | $1,961+62.9% | $4,779-33.2% |
| Participant deferral / active EE | $10,111 | $3,843+163.1% | $3,108+225.3% | $5,609+80.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |