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 | $87,382 | $95,971-9.0% | $74,550+17.2% | $135,375-35.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.00% | 56.96%-64.0pp | 32.53%-39.5pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,942 | $2,716-28.5% | $1,961-1.0% | $4,779-59.4% |
| Participant deferral / active EE | $4,065 | $3,843+5.8% | $3,108+30.8% | $5,609-27.5% |
| Admin fee / account holder | $5 | $6,522-99.9% | $5,060-99.9% | $10,827-100.0% |