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 | $141,781 | $95,971+47.7% | $74,550+90.2% | $135,375+4.7% |
| Participation rate | 78.9% | 75.7%+3.3pp | 69.1%+9.8pp | 82.6%-3.7pp |
| Annual return | -7.15% | 56.96%-64.1pp | 32.53%-39.7pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,606 | $2,716-40.9% | $1,961-18.1% | $4,779-66.4% |
| Participant deferral / active EE | $4,653 | $3,843+21.1% | $3,108+49.7% | $5,609-17.0% |
| Admin fee / account holder | $5 | $6,522-99.9% | $5,060-99.9% | $10,827-100.0% |