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 | $233,413 | $138,044+69.1% | $125,339+86.2% | $134,475+73.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.04% | 750.33%-772.4pp | 572.05%-594.1pp | 417.96%-440.0pp |
| Employer contribution / active EE | $21,574 | $5,243+311.5% | $4,814+348.2% | $4,740+355.2% |
| Participant deferral / active EE | $23,259 | $7,799+198.2% | $7,446+212.4% | $6,400+263.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |