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 | $69,399 | $84,695-18.1% | $73,843-6.0% | $125,391-44.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -5.82% | 3123.53%-3129.3pp | 2267.84%-2273.7pp | 282.22%-288.0pp |
| Employer contribution / active EE | $2,595 | $3,123-16.9% | $2,787-6.9% | $4,866-46.7% |
| Participant deferral / active EE | $6,000 | $3,992+50.3% | $3,583+67.4% | $5,352+12.1% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |