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 | $84,327 | $138,065-38.9% | $123,544-31.7% | $135,375-37.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.19% | 153.68%-157.9pp | 119.20%-123.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $8,518 | $5,151+65.3% | $4,628+84.1% | $4,779+78.2% |
| Participant deferral / active EE | $16,773 | $6,799+146.7% | $6,426+161.0% | $5,609+199.0% |
| Admin fee / account holder | $121 | $10,916-98.9% | $9,284-98.7% | $10,827-98.9% |