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 | $231,652 | $82,630+180.3% | $64,105+261.4% | $125,391+84.7% |
| Participation rate | 83.3% | 75.9%+7.5pp | 68.2%+15.2pp | 83.2%+0.1pp |
| Annual return | -0.84% | 1489.72%-1490.6pp | 791.24%-792.1pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,903 | $2,671-28.7% | $1,820+4.6% | $4,866-60.9% |
| Participant deferral / active EE | $7,458 | $3,608+106.7% | $2,822+164.3% | $5,352+39.4% |
| Admin fee / account holder | $27 | $6,382-99.6% | $4,499-99.4% | $9,540-99.7% |