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 | $229,003 | $150,440+52.2% | $136,294+68.0% | $147,584+55.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -9.94% | 1049.08%-1059.0pp | 5155.94%-5165.9pp | 578.55%-588.5pp |
| Employer contribution / active EE | $19,487 | $5,256+270.7% | $4,695+315.0% | $4,876+299.6% |
| Participant deferral / active EE | $13,662 | $6,630+106.1% | $6,247+118.7% | $5,439+151.2% |
| Admin fee / account holder | $75 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |