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 | $56,763 | $180,449-68.5% | $154,107-63.2% | $135,375-58.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.10% | 888.09%-894.2pp | 735.12%-741.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,977 | $6,035-67.2% | $5,298-62.7% | $4,779-58.6% |
| Participant deferral / active EE | $5,424 | $5,806-6.6% | $5,081+6.8% | $5,609-3.3% |
| Admin fee / account holder | $233 | $16,143-98.6% | $13,411-98.3% | $10,827-97.9% |