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 | $77,595 | $160,055-51.5% | $140,016-44.6% | $135,375-42.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.39% | 911.38%-922.8pp | 651.12%-662.5pp | 519.73%-531.1pp |
| Employer contribution / active EE | $25,650 | $6,420+299.5% | $5,606+357.6% | $4,779+436.8% |
| Participant deferral / active EE | $12,400 | $7,642+62.3% | $6,927+79.0% | $5,609+121.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |