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 | $100,734 | $150,440-33.0% | $136,294-26.1% | $147,584-31.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.92% | 1049.08%-1039.2pp | 5155.94%-5146.0pp | 578.55%-568.6pp |
| Employer contribution / active EE | $13,713 | $5,256+160.9% | $4,695+192.1% | $4,876+181.2% |
| Participant deferral / active EE | $3,410 | $6,630-48.6% | $6,247-45.4% | $5,439-37.3% |
| Admin fee / account holder | $192 | $10,905-98.2% | $9,243-97.9% | $10,885-98.2% |