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 9-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 | $94,943 | $180,449-47.4% | $154,107-38.4% | $135,375-29.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.02% | 888.09%-898.1pp | 735.12%-745.1pp | 519.73%-529.8pp |
| Employer contribution / active EE | $7,808 | $6,035+29.4% | $5,298+47.4% | $4,779+63.4% |
| Participant deferral / active EE | $5,574 | $5,806-4.0% | $5,081+9.7% | $5,609-0.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |