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 | $30,905 | $84,402-63.4% | $61,373-49.6% | $134,475-77.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.15% | 584.55%-604.7pp | 338.61%-358.8pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,500 | $1,544+61.9% | $1,159+115.6% | $4,740-47.3% |
| Participant deferral / active EE | $8,928 | $2,819+216.7% | $2,125+320.1% | $6,400+39.5% |
| Admin fee / account holder | $168 | $2,585-93.5% | $2,130-92.1% | $11,426-98.5% |