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 | $35,243 | $75,828-53.5% | $147,614-76.1% | $59,632-40.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.70% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $3,363 | $3,485-3.5% | $5,564-39.6% | $2,203+52.7% |
| Participant deferral / active EE | $1,999 | $3,130-36.1% | $4,895-59.2% | $3,192-37.4% |
| Admin fee / account holder | $64 | $5,985-98.9% | $11,611-99.4% | $4,297-98.5% |