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 | $112,011 | $180,449-37.9% | $154,107-27.3% | $135,375-17.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.19% | 888.09%-898.3pp | 735.12%-745.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $6,006 | $6,035-0.5% | $5,298+13.4% | $4,779+25.7% |
| Participant deferral / active EE | $21,000 | $5,806+261.7% | $5,081+313.3% | $5,609+274.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |