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 6-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 | $87,083 | $190,805-54.4% | $159,960-45.6% | $134,475-35.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.99% | 552.23%-574.2pp | 408.60%-430.6pp | 417.96%-440.0pp |
| Employer contribution / active EE | $15,915 | $4,995+218.6% | $4,226+276.6% | $4,740+235.8% |
| Participant deferral / active EE | $10,010 | $6,923+44.6% | $6,182+61.9% | $6,400+56.4% |
| Admin fee / account holder | $210 | $10,471-98.0% | $8,698-97.6% | $11,426-98.2% |