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 | $54,633 | $138,044-60.4% | $125,339-56.4% | $134,475-59.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.28% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $4,260 | $5,243-18.8% | $4,814-11.5% | $4,740-10.1% |
| Participant deferral / active EE | $4,260 | $7,799-45.4% | $7,446-42.8% | $6,400-33.4% |
| Admin fee / account holder | $201 | $11,571-98.3% | $10,010-98.0% | $11,426-98.2% |