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 | $70,097 | $138,065-49.2% | $123,544-43.3% | $135,375-48.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.06% | 153.68%-158.7pp | 119.20%-124.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,766 | $5,151-46.3% | $4,628-40.2% | $4,779-42.1% |
| Participant deferral / active EE | $8,063 | $6,799+18.6% | $6,426+25.5% | $5,609+43.8% |
| Admin fee / account holder | $40 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |