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 5-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 | $76,274 | $138,044-44.7% | $125,339-39.1% | $134,475-43.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.08% | 750.33%-774.4pp | 572.05%-596.1pp | 417.96%-442.0pp |
| Employer contribution / active EE | $14,891 | $5,243+184.0% | $4,814+209.4% | $4,740+214.2% |
| Participant deferral / active EE | $39,346 | $7,799+404.5% | $7,446+428.4% | $6,400+514.8% |
| Admin fee / account holder | $93 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |