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 | $70,879 | $138,065-48.7% | $123,544-42.6% | $135,375-47.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.90% | 153.68%-161.6pp | 119.20%-127.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $2,120 | $5,151-58.8% | $4,628-54.2% | $4,779-55.6% |
| Participant deferral / active EE | $3,386 | $6,799-50.2% | $6,426-47.3% | $5,609-39.6% |
| Admin fee / account holder | $198 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |