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 | $23,613 | $97,757-75.8% | $83,848-71.8% | $135,375-82.6% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -6.82% | 1287.37%-1294.2pp | 850.88%-857.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,754 | $4,222-58.5% | $3,631-51.7% | $4,779-63.3% |
| Participant deferral / active EE | $4,728 | $4,682+1.0% | $4,082+15.8% | $5,609-15.7% |
| Admin fee / account holder | $29 | $6,674-99.6% | $5,478-99.5% | $10,827-99.7% |