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 | $67,316 | $190,805-64.7% | $159,960-57.9% | $134,475-49.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.04% | 552.23%-562.3pp | 408.60%-418.6pp | 417.96%-428.0pp |
| Employer contribution / active EE | $8,962 | $4,995+79.4% | $4,226+112.1% | $4,740+89.1% |
| Participant deferral / active EE | $5,708 | $6,923-17.5% | $6,182-7.7% | $6,400-10.8% |
| Admin fee / account holder | $45 | $10,471-99.6% | $8,698-99.5% | $11,426-99.6% |