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 | $23,526 | $90,600-74.0% | $79,464-70.4% | $135,375-82.6% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -9.07% | 977.43%-986.5pp | 718.14%-727.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $3,311 | $3,068+7.9% | $2,800+18.2% | $4,779-30.7% |
| Participant deferral / active EE | $5,640 | $4,050+39.3% | $3,704+52.3% | $5,609+0.6% |
| Admin fee / account holder | $14 | $5,907-99.8% | $5,113-99.7% | $10,827-99.9% |