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 | $12,412 | $104,106-88.1% | $71,086-82.5% | $135,375-90.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -10.55% | 1256.30%-1266.8pp | 650.59%-661.1pp | 519.73%-530.3pp |
| Employer contribution / active EE | $5,114 | $1,485+244.4% | $1,088+370.2% | $4,779+7.0% |
| Participant deferral / active EE | $3,944 | $2,527+56.1% | $1,874+110.4% | $5,609-29.7% |
| Admin fee / account holder | $39 | $4,142-99.1% | $3,082-98.7% | $10,827-99.6% |