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 | $118,745 | $180,449-34.2% | $154,107-22.9% | $135,375-12.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -27.82% | 888.09%-915.9pp | 735.12%-762.9pp | 519.73%-547.6pp |
| Employer contribution / active EE | $10,130 | $6,035+67.9% | $5,298+91.2% | $4,779+112.0% |
| Participant deferral / active EE | $6,446 | $5,806+11.0% | $5,081+26.9% | $5,609+14.9% |
| Admin fee / account holder | $185 | $16,143-98.9% | $13,411-98.6% | $10,827-98.3% |