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 | $38,247 | $95,971-60.1% | $74,550-48.7% | $135,375-71.7% |
| Participation rate | 94.7% | 75.7%+19.1pp | 69.1%+25.6pp | 82.6%+12.1pp |
| Annual return | -5.99% | 56.96%-63.0pp | 32.53%-38.5pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,640 | $2,716-39.6% | $1,961-16.3% | $4,779-65.7% |
| Participant deferral / active EE | $4,311 | $3,843+12.2% | $3,108+38.7% | $5,609-23.1% |
| Admin fee / account holder | $95 | $6,522-98.5% | $5,060-98.1% | $10,827-99.1% |