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 | $69,121 | $92,703-25.4% | $82,719-16.4% | $134,475-48.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.20% | 944.92%-964.1pp | 701.18%-720.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,376 | $3,274-58.0% | $3,009-54.3% | $4,740-71.0% |
| Participant deferral / active EE | $3,708 | $4,802-22.8% | $4,395-15.6% | $6,400-42.1% |
| Admin fee / account holder | $30 | $5,983-99.5% | $5,329-99.4% | $11,426-99.7% |