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 | $158,316 | $100,852+57.0% | $90,404+75.1% | $158,922-0.4% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.7%+4.2pp | 82.0%-5.0pp |
| Annual return | 0.37% | 1724.20%-1723.8pp | 1293.02%-1292.6pp | 302.83%-302.5pp |
| Employer contribution / active EE | $1,880 | $3,689-49.0% | $3,262-42.4% | $4,761-60.5% |
| Participant deferral / active EE | $5,778 | $4,348+32.9% | $3,963+45.8% | $5,982-3.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |