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 | $155,001 | $209,832-26.1% | $189,513-18.2% | $167,490-7.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -1.09% | 748.27%-749.4pp | 555.15%-556.2pp | 478.56%-479.6pp |
| Employer contribution / active EE | $4,279 | $6,914-38.1% | $6,162-30.6% | $4,837-11.6% |
| Participant deferral / active EE | $12,800 | $8,935+43.3% | $8,221+55.7% | $6,341+101.9% |
| Admin fee / account holder | $220 | $14,293-98.5% | $12,045-98.2% | $12,309-98.2% |