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 | $15,424 | $104,106-85.2% | $71,086-78.3% | $135,375-88.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -11.57% | 1256.30%-1267.9pp | 650.59%-662.2pp | 519.73%-531.3pp |
| Employer contribution / active EE | $1,270 | $1,485-14.5% | $1,088+16.8% | $4,779-73.4% |
| Participant deferral / active EE | $5,238 | $2,527+107.3% | $1,874+179.4% | $5,609-6.6% |
| Admin fee / account holder | $60 | $4,142-98.6% | $3,082-98.1% | $10,827-99.4% |