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 | $126,651 | $95,971+32.0% | $74,550+69.9% | $135,375-6.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.36% | 56.96%-63.3pp | 32.53%-38.9pp | 519.73%-526.1pp |
| Employer contribution / active EE | $6,428 | $2,716+136.7% | $1,961+227.8% | $4,779+34.5% |
| Participant deferral / active EE | $6,167 | $3,843+60.4% | $3,108+98.4% | $5,609+9.9% |
| Admin fee / account holder | $37 | $6,522-99.4% | $5,060-99.3% | $10,827-99.7% |