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 | $43,215 | $97,757-55.8% | $83,848-48.5% | $135,375-68.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.03% | 1287.37%-1292.4pp | 850.88%-855.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,243 | $4,222-46.9% | $3,631-38.2% | $4,779-53.1% |
| Participant deferral / active EE | $6,222 | $4,682+32.9% | $4,082+52.4% | $5,609+10.9% |
| Admin fee / account holder | $44 | $6,674-99.3% | $5,478-99.2% | $10,827-99.6% |