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 | $74,982 | $138,065-45.7% | $123,544-39.3% | $135,375-44.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.65% | 153.68%-157.3pp | 119.20%-122.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $8,081 | $5,151+56.9% | $4,628+74.6% | $4,779+69.1% |
| Participant deferral / active EE | $8,866 | $6,799+30.4% | $6,426+38.0% | $5,609+58.1% |
| Admin fee / account holder | $187 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |