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 | $82,003 | $97,757-16.1% | $83,848-2.2% | $135,375-39.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.20% | 1287.37%-1293.6pp | 850.88%-857.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $8,138 | $4,222+92.8% | $3,631+124.1% | $4,779+70.3% |
| Participant deferral / active EE | $4,692 | $4,682+0.2% | $4,082+15.0% | $5,609-16.3% |
| Admin fee / account holder | $91 | $6,674-98.6% | $5,478-98.3% | $10,827-99.2% |