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 | $25,220 | $43,723-42.3% | $121,196-79.2% | $64,186-60.7% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -3.69% | 68.91%-72.6pp | 16.93%-20.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,119 | $1,296+63.5% | $4,022-47.3% | $2,381-11.0% |
| Participant deferral / active EE | $0 | $2,280-100.0% | $3,344-100.0% | $3,470-100.0% |
| Admin fee / account holder | $225 | $3,501-93.6% | $5,019-95.5% | $4,888-95.4% |