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 9-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 | $65,730 | $209,411-68.6% | $178,490-63.2% | $158,922-58.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -5.62% | 188.75%-194.4pp | 151.07%-156.7pp | 302.83%-308.4pp |
| Employer contribution / active EE | $2,582 | $5,706-54.8% | $5,011-48.5% | $4,761-45.8% |
| Participant deferral / active EE | $7,672 | $5,954+28.9% | $5,202+47.5% | $5,982+28.3% |
| Admin fee / account holder | $65 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |