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 | $35,088 | $168,632-79.2% | $147,614-76.2% | $125,391-72.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.22% | 77.65%-80.9pp | 61.98%-65.2pp | 282.22%-285.4pp |
| Employer contribution / active EE | $2,139 | $6,252-65.8% | $5,564-61.6% | $4,866-56.0% |
| Participant deferral / active EE | $4,971 | $5,507-9.7% | $4,895+1.5% | $5,352-7.1% |
| Admin fee / account holder | $87 | $13,580-99.4% | $11,611-99.2% | $9,540-99.1% |