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 | $42,336 | $168,632-74.9% | $147,614-71.3% | $125,391-66.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.93% | 77.65%-79.6pp | 61.98%-63.9pp | 282.22%-284.2pp |
| Employer contribution / active EE | $8,604 | $6,252+37.6% | $5,564+54.6% | $4,866+76.8% |
| Participant deferral / active EE | $5,896 | $5,507+7.1% | $4,895+20.4% | $5,352+10.2% |
| Admin fee / account holder | $251 | $13,580-98.2% | $11,611-97.8% | $9,540-97.4% |