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 | $47,585 | $92,703-48.7% | $82,719-42.5% | $134,475-64.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -6.57% | 944.92%-951.5pp | 701.18%-707.8pp | 417.96%-424.5pp |
| Employer contribution / active EE | $2,525 | $3,274-22.9% | $3,009-16.1% | $4,740-46.7% |
| Participant deferral / active EE | $6,274 | $4,802+30.7% | $4,395+42.8% | $6,400-2.0% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |