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 | $41,759 | $152,509-72.6% | $117,472-64.5% | $134,475-68.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -15.75% | 52.99%-68.7pp | 29.74%-45.5pp | 417.96%-433.7pp |
| Employer contribution / active EE | $6,667 | $5,571+19.7% | $4,176+59.6% | $4,740+40.7% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $188 | $7,004-97.3% | $5,645-96.7% | $11,426-98.4% |