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 | $58,078 | $138,065-57.9% | $123,544-53.0% | $135,375-57.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.81% | 153.68%-162.5pp | 119.20%-128.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $12,405 | $5,151+140.8% | $4,628+168.1% | $4,779+159.6% |
| Participant deferral / active EE | $2,783 | $6,799-59.1% | $6,426-56.7% | $5,609-50.4% |
| Admin fee / account holder | $85 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |