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 | $246,530 | $138,044+78.6% | $125,339+96.7% | $134,475+83.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.13% | 750.33%-771.5pp | 572.05%-593.2pp | 417.96%-439.1pp |
| Employer contribution / active EE | $11,298 | $5,243+115.5% | $4,814+134.7% | $4,740+138.4% |
| Participant deferral / active EE | $19,500 | $7,799+150.0% | $7,446+161.9% | $6,400+204.7% |
| Admin fee / account holder | $101 | $11,571-99.1% | $10,010-99.0% | $11,426-99.1% |