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 | $113,896 | $135,635-16.0% | $110,238+3.3% | $135,375-15.9% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -9.26% | 513.19%-522.4pp | 314.74%-324.0pp | 519.73%-529.0pp |
| Employer contribution / active EE | $13,815 | $4,906+181.6% | $3,826+261.0% | $4,779+189.1% |
| Participant deferral / active EE | $7,933 | $5,506+44.1% | $4,672+69.8% | $5,609+41.4% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |