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 | $51,950 | $138,065-62.4% | $123,544-58.0% | $135,375-61.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.83% | 153.68%-166.5pp | 119.20%-132.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $13,800 | $5,151+167.9% | $4,628+198.2% | $4,779+188.8% |
| Participant deferral / active EE | $6,933 | $6,799+2.0% | $6,426+7.9% | $5,609+23.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |