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 | $57,310 | $138,065-58.5% | $123,544-53.6% | $135,375-57.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.04% | 153.68%-160.7pp | 119.20%-126.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,151 | $5,151-77.7% | $4,628-75.1% | $4,779-75.9% |
| Participant deferral / active EE | $16,339 | $6,799+140.3% | $6,426+154.3% | $5,609+191.3% |
| Admin fee / account holder | $183 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |