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 | $69,293 | $92,703-25.3% | $82,719-16.2% | $134,475-48.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.60% | 944.92%-962.5pp | 701.18%-718.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $12,845 | $3,274+292.3% | $3,009+326.9% | $4,740+171.0% |
| Participant deferral / active EE | $5,770 | $4,802+20.2% | $4,395+31.3% | $6,400-9.8% |
| Admin fee / account holder | $24 | $5,983-99.6% | $5,329-99.5% | $11,426-99.8% |