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 | $52,280 | $133,958-61.0% | $112,228-53.4% | $134,475-61.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.61% | 47.11%-63.7pp | 27.45%-44.1pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,426 | $4,038-64.7% | $3,635-60.8% | $4,740-69.9% |
| Participant deferral / active EE | $13,500 | $5,291+155.2% | $4,728+185.5% | $6,400+110.9% |
| Admin fee / account holder | $251 | $7,489-96.6% | $6,410-96.1% | $11,426-97.8% |