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 | $69,098 | $138,065-50.0% | $123,544-44.1% | $135,375-49.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.98% | 153.68%-159.7pp | 119.20%-125.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,958 | $5,151-23.2% | $4,628-14.5% | $4,779-17.2% |
| Participant deferral / active EE | $5,277 | $6,799-22.4% | $6,426-17.9% | $5,609-5.9% |
| Admin fee / account holder | $200 | $10,916-98.2% | $9,284-97.8% | $10,827-98.1% |