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 7-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 | $201,844 | $190,805+5.8% | $159,960+26.2% | $134,475+50.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -28.89% | 552.23%-581.1pp | 408.60%-437.5pp | 417.96%-446.9pp |
| Employer contribution / active EE | $7,443 | $4,995+49.0% | $4,226+76.1% | $4,740+57.0% |
| Participant deferral / active EE | $8,000 | $6,923+15.6% | $6,182+29.4% | $6,400+25.0% |
| Admin fee / account holder | $55 | $10,471-99.5% | $8,698-99.4% | $11,426-99.5% |