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 | $21,459 | $95,971-77.6% | $74,550-71.2% | $135,375-84.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.13% | 56.96%-62.1pp | 32.53%-37.7pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,683 | $2,716-38.0% | $1,961-14.2% | $4,779-64.8% |
| Participant deferral / active EE | $3,162 | $3,843-17.7% | $3,108+1.7% | $5,609-43.6% |
| Admin fee / account holder | $231 | $6,522-96.5% | $5,060-95.4% | $10,827-97.9% |