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 7-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 | $40,969 | $133,958-69.4% | $112,228-63.5% | $134,475-69.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.32% | 47.11%-63.4pp | 27.45%-43.8pp | 417.96%-434.3pp |
| Employer contribution / active EE | $8,621 | $4,038+113.5% | $3,635+137.2% | $4,740+81.9% |
| Participant deferral / active EE | $6,065 | $5,291+14.6% | $4,728+28.3% | $6,400-5.2% |
| Admin fee / account holder | $58 | $7,489-99.2% | $6,410-99.1% | $11,426-99.5% |