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 | $50,630 | $138,065-63.3% | $123,544-59.0% | $135,375-62.6% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -7.07% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $2,275 | $5,151-55.8% | $4,628-50.8% | $4,779-52.4% |
| Participant deferral / active EE | $3,488 | $6,799-48.7% | $6,426-45.7% | $5,609-37.8% |
| Admin fee / account holder | $47 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |