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 | $56,953 | $135,635-58.0% | $110,238-48.3% | $135,375-57.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.91% | 513.19%-519.1pp | 314.74%-320.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $9,219 | $4,906+87.9% | $3,826+140.9% | $4,779+92.9% |
| Participant deferral / active EE | $5,380 | $5,506-2.3% | $4,672+15.2% | $5,609-4.1% |
| Admin fee / account holder | $288 | $11,457-97.5% | $8,547-96.6% | $10,827-97.3% |