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 | $87,107 | $138,065-36.9% | $123,544-29.5% | $135,375-35.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -18.45% | 153.68%-172.1pp | 119.20%-137.6pp | 519.73%-538.2pp |
| Employer contribution / active EE | $20,929 | $5,151+306.3% | $4,628+352.2% | $4,779+337.9% |
| Participant deferral / active EE | $19,334 | $6,799+184.4% | $6,426+200.9% | $5,609+244.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |