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 | $41,021 | $84,402-51.4% | $61,373-33.2% | $134,475-69.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.90% | 584.55%-601.4pp | 338.61%-355.5pp | 417.96%-434.9pp |
| Employer contribution / active EE | $13,834 | $1,544+795.8% | $1,159+1093.2% | $4,740+191.9% |
| Participant deferral / active EE | $5,108 | $2,819+81.2% | $2,125+140.4% | $6,400-20.2% |
| Admin fee / account holder | $9 | $2,585-99.7% | $2,130-99.6% | $11,426-99.9% |