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 | $81,204 | $135,635-40.1% | $110,238-26.3% | $135,375-40.0% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.8%+13.5pp | 82.6%+10.7pp |
| Annual return | -8.83% | 513.19%-522.0pp | 314.74%-323.6pp | 519.73%-528.6pp |
| Employer contribution / active EE | $3,607 | $4,906-26.5% | $3,826-5.7% | $4,779-24.5% |
| Participant deferral / active EE | $7,962 | $5,506+44.6% | $4,672+70.4% | $5,609+42.0% |
| Admin fee / account holder | $30 | $11,457-99.7% | $8,547-99.6% | $10,827-99.7% |