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 | $14,929 | $97,757-84.7% | $83,848-82.2% | $135,375-89.0% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -8.15% | 1287.37%-1295.5pp | 850.88%-859.0pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,400 | $4,222-43.2% | $3,631-33.9% | $4,779-49.8% |
| Participant deferral / active EE | $5,052 | $4,682+7.9% | $4,082+23.8% | $5,609-9.9% |
| Admin fee / account holder | $38 | $6,674-99.4% | $5,478-99.3% | $10,827-99.7% |