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 | $49,615 | $138,065-64.1% | $123,544-59.8% | $135,375-63.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.00% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $5,366 | $5,151+4.2% | $4,628+15.9% | $4,779+12.3% |
| Participant deferral / active EE | $4,265 | $6,799-37.3% | $6,426-33.6% | $5,609-24.0% |
| Admin fee / account holder | $75 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |