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 | $49,855 | $92,703-46.2% | $82,719-39.7% | $134,475-62.9% |
| Participation rate | 84.6% | 75.2%+9.4pp | 72.6%+12.1pp | 81.2%+3.4pp |
| Annual return | -20.44% | 944.92%-965.4pp | 701.18%-721.6pp | 417.96%-438.4pp |
| Employer contribution / active EE | $4,933 | $3,274+50.7% | $3,009+63.9% | $4,740+4.1% |
| Participant deferral / active EE | $11,153 | $4,802+132.3% | $4,395+153.8% | $6,400+74.3% |
| Admin fee / account holder | $4 | $5,983-99.9% | $5,329-99.9% | $11,426-100.0% |