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 | $90,585 | $138,065-34.4% | $123,544-26.7% | $135,375-33.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.48% | 153.68%-160.2pp | 119.20%-125.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,339 | $5,151-74.0% | $4,628-71.1% | $4,779-72.0% |
| Participant deferral / active EE | $4,626 | $6,799-32.0% | $6,426-28.0% | $5,609-17.5% |
| Admin fee / account holder | $188 | $10,916-98.3% | $9,284-98.0% | $10,827-98.3% |