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 | $119,083 | $180,449-34.0% | $154,107-22.7% | $135,375-12.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.00% | 888.09%-901.1pp | 735.12%-748.1pp | 519.73%-532.7pp |
| Employer contribution / active EE | $9,099 | $6,035+50.8% | $5,298+71.8% | $4,779+90.4% |
| Participant deferral / active EE | $9,739 | $5,806+67.7% | $5,081+91.7% | $5,609+73.6% |
| Admin fee / account holder | $103 | $16,143-99.4% | $13,411-99.2% | $10,827-99.0% |