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 | $26,761 | $104,106-74.3% | $71,086-62.4% | $135,375-80.2% |
| Participation rate | 77.8% | 65.7%+12.1pp | 54.7%+23.1pp | 82.6%-4.9pp |
| Annual return | -8.34% | 1256.30%-1264.6pp | 650.59%-658.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,064 | $1,485-28.3% | $1,088-2.1% | $4,779-77.7% |
| Participant deferral / active EE | $2,029 | $2,527-19.7% | $1,874+8.2% | $5,609-63.8% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |