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 | $57,765 | $39,019+48.0% | $80,716-28.4% | $85,850-32.7% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 12.00% | 26.27%-14.3pp | 87.28%-75.3pp | 318.53%-306.5pp |
| Employer contribution / active EE | $238 | $722-67.0% | $1,160-79.5% | $2,565-90.7% |
| Participant deferral / active EE | $411 | $1,326-69.0% | $2,146-80.8% | $3,952-89.6% |
| Admin fee / account holder | $0 | $2,431-100.0% | $3,380-100.0% | $6,260-100.0% |