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 | $22,148 | $78,694-71.9% | $67,652-67.3% | $125,391-82.3% |
| Participation rate | 81.8% | 78.8%+3.0pp | 75.7%+6.2pp | 83.2%-1.4pp |
| Annual return | -3.17% | 9.46%-12.6pp | 6625.04%-6628.2pp | 282.22%-285.4pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $10,098 | $4,292+135.3% | $3,560+183.7% | $5,352+88.7% |
| Admin fee / account holder | $11 | $7,403-99.8% | $4,821-99.8% | $9,540-99.9% |