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 | $140,293 | $95,971+46.2% | $74,550+88.2% | $135,375+3.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.32% | 56.96%-65.3pp | 32.53%-40.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,677 | $2,716-38.3% | $1,961-14.5% | $4,779-64.9% |
| Participant deferral / active EE | $4,645 | $3,843+20.9% | $3,108+49.5% | $5,609-17.2% |
| Admin fee / account holder | $50 | $6,522-99.2% | $5,060-99.0% | $10,827-99.5% |