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 | $26,202 | $84,695-69.1% | $73,843-64.5% | $125,391-79.1% |
| Participation rate | 77.8% | 76.8%+1.0pp | 73.4%+4.3pp | 83.2%-5.4pp |
| Annual return | -2.64% | 3123.53%-3126.2pp | 2267.84%-2270.5pp | 282.22%-284.9pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,259 | $3,992-43.4% | $3,583-37.0% | $5,352-57.8% |
| Admin fee / account holder | $35 | $5,691-99.4% | $4,880-99.3% | $9,540-99.6% |