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 | $128,648 | $138,044-6.8% | $125,339+2.6% | $134,475-4.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.18% | 750.33%-772.5pp | 572.05%-594.2pp | 417.96%-440.1pp |
| Employer contribution / active EE | $11,228 | $5,243+114.1% | $4,814+133.3% | $4,740+136.9% |
| Participant deferral / active EE | $3,407 | $7,799-56.3% | $7,446-54.2% | $6,400-46.8% |
| Admin fee / account holder | $299 | $11,571-97.4% | $10,010-97.0% | $11,426-97.4% |