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 | $35,808 | $160,055-77.6% | $140,016-74.4% | $135,375-73.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.17% | 911.38%-920.6pp | 651.12%-660.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $3,499 | $6,420-45.5% | $5,606-37.6% | $4,779-26.8% |
| Participant deferral / active EE | $12,762 | $7,642+67.0% | $6,927+84.2% | $5,609+127.5% |
| Admin fee / account holder | $63 | $13,328-99.5% | $10,705-99.4% | $10,827-99.4% |