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 7-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 | $25,124 | $133,958-81.2% | $112,228-77.6% | $134,475-81.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.29% | 47.11%-63.4pp | 27.45%-43.7pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,835 | $4,038-29.8% | $3,635-22.0% | $4,740-40.2% |
| Participant deferral / active EE | $7,903 | $5,291+49.4% | $4,728+67.2% | $6,400+23.5% |
| Admin fee / account holder | $88 | $7,489-98.8% | $6,410-98.6% | $11,426-99.2% |