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 | $96,280 | $160,055-39.8% | $140,016-31.2% | $135,375-28.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.53% | 911.38%-921.9pp | 651.12%-661.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $16,333 | $6,420+154.4% | $5,606+191.4% | $4,779+241.8% |
| Participant deferral / active EE | $14,063 | $7,642+84.0% | $6,927+103.0% | $5,609+150.7% |
| Admin fee / account holder | $100 | $13,328-99.2% | $10,705-99.1% | $10,827-99.1% |