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 | $121,836 | $76,000+60.3% | $154,107-20.9% | $64,186+89.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.22% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.9pp |
| Employer contribution / active EE | $7,058 | $3,351+110.6% | $5,298+33.2% | $2,381+196.5% |
| Participant deferral / active EE | $4,444 | $3,175+39.9% | $5,081-12.5% | $3,470+28.1% |
| Admin fee / account holder | $42 | $5,596-99.3% | $13,411-99.7% | $4,888-99.1% |