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 | $40,296 | $67,331-40.2% | $60,874-33.8% | $134,475-70.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.25% | 49.93%-70.2pp | 16.90%-37.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,753 | $3,096-43.4% | $2,701-35.1% | $4,740-63.0% |
| Participant deferral / active EE | $17,527 | $4,538+286.2% | $3,817+359.2% | $6,400+173.9% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |