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 | $40,776 | $171,865-76.3% | $149,718-72.8% | $147,584-72.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -2.93% | 2113.22%-2116.1pp | 1501.63%-1504.6pp | 578.55%-581.5pp |
| Employer contribution / active EE | $10,821 | $6,275+72.4% | $5,445+98.7% | $4,876+121.9% |
| Participant deferral / active EE | $11,100 | $7,271+52.7% | $6,569+69.0% | $5,439+104.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |