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.
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 | $146,215 | $92,703+57.7% | $82,719+76.8% | $134,475+8.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.47% | 944.92%-959.4pp | 701.18%-715.6pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,718 | $3,274-17.0% | $3,009-9.7% | $4,740-42.7% |
| Participant deferral / active EE | $9,294 | $4,802+93.5% | $4,395+111.5% | $6,400+45.2% |
| Admin fee / account holder | $180 | $5,983-97.0% | $5,329-96.6% | $11,426-98.4% |