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 | $165,656 | $95,971+72.6% | $74,550+122.2% | $135,375+22.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.78% | 56.96%-63.7pp | 32.53%-39.3pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,651 | $2,716-39.2% | $1,961-15.8% | $4,779-65.5% |
| Participant deferral / active EE | $3,225 | $3,843-16.1% | $3,108+3.8% | $5,609-42.5% |
| Admin fee / account holder | $89 | $6,522-98.6% | $5,060-98.2% | $10,827-99.2% |