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 | $43,368 | $138,065-68.6% | $123,544-64.9% | $135,375-68.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.35% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,336 | $5,151-54.7% | $4,628-49.5% | $4,779-51.1% |
| Participant deferral / active EE | $12,767 | $6,799+87.8% | $6,426+98.7% | $5,609+127.6% |
| Admin fee / account holder | $58 | $10,916-99.5% | $9,284-99.4% | $10,827-99.5% |