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 | $104,883 | $105,998-1.1% | $92,233+13.7% | $147,584-28.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | -1.48% | 50.05%-51.5pp | 176.28%-177.8pp | 578.55%-580.0pp |
| Employer contribution / active EE | $15,598 | $4,333+260.0% | $3,679+323.9% | $4,876+219.9% |
| Participant deferral / active EE | $9,000 | $4,478+101.0% | $3,897+131.0% | $5,439+65.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |