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 | $41,416 | $95,971-56.8% | $74,550-44.4% | $135,375-69.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.23% | 56.96%-65.2pp | 32.53%-40.8pp | 519.73%-528.0pp |
| Employer contribution / active EE | $11,414 | $2,716+320.2% | $1,961+482.1% | $4,779+138.8% |
| Participant deferral / active EE | $6,330 | $3,843+64.7% | $3,108+103.7% | $5,609+12.9% |
| Admin fee / account holder | $153 | $6,522-97.6% | $5,060-97.0% | $10,827-98.6% |