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 | $15,081 | $84,402-82.1% | $61,373-75.4% | $134,475-88.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -20.69% | 584.55%-605.2pp | 338.61%-359.3pp | 417.96%-438.7pp |
| Employer contribution / active EE | $3,624 | $1,544+134.6% | $1,159+212.6% | $4,740-23.5% |
| Participant deferral / active EE | $3,864 | $2,819+37.1% | $2,125+81.8% | $6,400-39.6% |
| Admin fee / account holder | $51 | $2,585-98.0% | $2,130-97.6% | $11,426-99.6% |