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 9-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 | $47,661 | $138,065-65.5% | $123,544-61.4% | $135,375-64.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.06% | 153.68%-162.7pp | 119.20%-128.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $4,498 | $5,151-12.7% | $4,628-2.8% | $4,779-5.9% |
| Participant deferral / active EE | $10,783 | $6,799+58.6% | $6,426+67.8% | $5,609+92.3% |
| Admin fee / account holder | $214 | $10,916-98.0% | $9,284-97.7% | $10,827-98.0% |