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 | $0 | $183,963-100.0% | $162,163-100.0% | $152,861-100.0% |
| Participation rate | 0.0% | 88.5%-88.5pp | 87.6%-87.6pp | 82.4%-82.4pp |
| Annual return | -5.94% | 150.76%-156.7pp | 115.59%-121.5pp | 345.32%-351.3pp |
| Employer contribution / active EE | $6,311 | $6,371-0.9% | $5,614+12.4% | $4,762+32.5% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |