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 | $18,733 | $91,911-79.6% | $68,793-72.8% | $135,375-86.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 46.87% | -8.22%+55.1pp | -4.63%+51.5pp | 519.73%-472.9pp |
| Employer contribution / active EE | $7,451 | $3,924+89.9% | $2,625+183.8% | $4,779+55.9% |
| Participant deferral / active EE | $1,839 | $4,315-57.4% | $3,311-44.5% | $5,609-67.2% |
| Admin fee / account holder | $29 | $9,240-99.7% | $5,131-99.4% | $10,827-99.7% |