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 | $21,317 | $90,600-76.5% | $79,464-73.2% | $135,375-84.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.28% | 977.43%-983.7pp | 718.14%-724.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,805 | $3,068+24.0% | $2,800+35.9% | $4,779-20.4% |
| Participant deferral / active EE | $2,164 | $4,050-46.6% | $3,704-41.6% | $5,609-61.4% |
| Admin fee / account holder | $93 | $5,907-98.4% | $5,113-98.2% | $10,827-99.1% |