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 | $66,664 | $138,044-51.7% | $125,339-46.8% | $134,475-50.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.22% | 750.33%-779.5pp | 572.05%-601.3pp | 417.96%-447.2pp |
| Employer contribution / active EE | $18,604 | $5,243+254.8% | $4,814+286.5% | $4,740+292.5% |
| Participant deferral / active EE | $18,811 | $7,799+141.2% | $7,446+152.6% | $6,400+193.9% |
| Admin fee / account holder | $143 | $11,571-98.8% | $10,010-98.6% | $11,426-98.7% |