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 9-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 | $38,953 | $133,958-70.9% | $112,228-65.3% | $134,475-71.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.10% | 47.11%-67.2pp | 27.45%-47.5pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,001 | $4,038-50.5% | $3,635-45.0% | $4,740-57.8% |
| Participant deferral / active EE | $5,441 | $5,291+2.8% | $4,728+15.1% | $6,400-15.0% |
| Admin fee / account holder | $230 | $7,489-96.9% | $6,410-96.4% | $11,426-98.0% |