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 | $138,479 | $97,757+41.7% | $83,848+65.2% | $135,375+2.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.35% | 1287.37%-1294.7pp | 850.88%-858.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,698 | $4,222-59.8% | $3,631-53.2% | $4,779-64.5% |
| Participant deferral / active EE | $7,197 | $4,682+53.7% | $4,082+76.3% | $5,609+28.3% |
| Admin fee / account holder | $39 | $6,674-99.4% | $5,478-99.3% | $10,827-99.6% |