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 | $94,261 | $160,055-41.1% | $140,016-32.7% | $135,375-30.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -16.59% | 911.38%-928.0pp | 651.12%-667.7pp | 519.73%-536.3pp |
| Employer contribution / active EE | $27,354 | $6,420+326.1% | $5,606+388.0% | $4,779+472.4% |
| Participant deferral / active EE | $14,505 | $7,642+89.8% | $6,927+109.4% | $5,609+158.6% |
| Admin fee / account holder | $13 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |