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 | $40,697 | $76,000-46.5% | $154,107-73.6% | $64,186-36.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.33% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $4,562 | $3,351+36.1% | $5,298-13.9% | $2,381+91.6% |
| Participant deferral / active EE | $3,964 | $3,175+24.8% | $5,081-22.0% | $3,470+14.3% |
| Admin fee / account holder | $57 | $5,596-99.0% | $13,411-99.6% | $4,888-98.8% |