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 9-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 | $66,615 | $176,662-62.3% | $130,648-49.0% | $152,861-56.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 2.27% | 2692.24%-2690.0pp | 1708.96%-1706.7pp | 345.32%-343.0pp |
| Employer contribution / active EE | $14,897 | $5,742+159.4% | $4,092+264.1% | $4,762+212.8% |
| Participant deferral / active EE | $9,500 | $4,361+117.8% | $3,603+163.7% | $5,850+62.4% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |