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 9-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 | $42,107 | $138,065-69.5% | $123,544-65.9% | $135,375-68.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.70% | 153.68%-165.4pp | 119.20%-130.9pp | 519.73%-531.4pp |
| Employer contribution / active EE | $17,020 | $5,151+230.4% | $4,628+267.8% | $4,779+256.2% |
| Participant deferral / active EE | $15,249 | $6,799+124.3% | $6,426+137.3% | $5,609+171.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |