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 5-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 | $29,943 | $190,805-84.3% | $159,960-81.3% | $134,475-77.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.54% | 552.23%-566.8pp | 408.60%-423.1pp | 417.96%-432.5pp |
| Employer contribution / active EE | $5,341 | $4,995+6.9% | $4,226+26.4% | $4,740+12.7% |
| Participant deferral / active EE | $10,869 | $6,923+57.0% | $6,182+75.8% | $6,400+69.8% |
| Admin fee / account holder | $116 | $10,471-98.9% | $8,698-98.7% | $11,426-99.0% |