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 8-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 | $156,241 | $138,065+13.2% | $123,544+26.5% | $135,375+15.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.56% | 153.68%-165.2pp | 119.20%-130.8pp | 519.73%-531.3pp |
| Employer contribution / active EE | $25,600 | $5,151+397.0% | $4,628+453.2% | $4,779+435.7% |
| Participant deferral / active EE | $12,000 | $6,799+76.5% | $6,426+86.8% | $5,609+114.0% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |