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 9-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 | $19,542 | $101,283-80.7% | $75,826-74.2% | $135,375-85.6% |
| Participation rate | 75.0% | 72.7%+2.3pp | 68.2%+6.8pp | 82.6%-7.6pp |
| Annual return | -6.21% | 3384.62%-3390.8pp | 1914.15%-1920.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,000 | $2,382-58.0% | $1,913-47.7% | $4,779-79.1% |
| Participant deferral / active EE | $3,856 | $3,469+11.2% | $2,862+34.7% | $5,609-31.2% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,827-100.0% |