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 | $26,897 | $95,971-72.0% | $74,550-63.9% | $135,375-80.1% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -8.00% | 56.96%-65.0pp | 32.53%-40.5pp | 519.73%-527.7pp |
| Employer contribution / active EE | $948 | $2,716-65.1% | $1,961-51.7% | $4,779-80.2% |
| Participant deferral / active EE | $948 | $3,843-75.3% | $3,108-69.5% | $5,609-83.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |