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.
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 | $39,895 | $138,044-71.1% | $125,339-68.2% | $134,475-70.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.33% | 750.33%-765.7pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $4,853 | $5,243-7.4% | $4,814+0.8% | $4,740+2.4% |
| Participant deferral / active EE | $8,428 | $7,799+8.1% | $7,446+13.2% | $6,400+31.7% |
| Admin fee / account holder | $137 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |