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 | $226,040 | $109,817+105.8% | $98,442+129.6% | $167,490+35.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -0.01% | 1956.69%-1956.7pp | 1492.73%-1492.7pp | 478.56%-478.6pp |
| Employer contribution / active EE | $3,385 | $3,224+5.0% | $2,960+14.4% | $4,837-30.0% |
| Participant deferral / active EE | $15,075 | $4,673+222.6% | $4,276+252.5% | $6,341+137.7% |
| Admin fee / account holder | $20 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |