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 7-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 | $20,867 | $99,640-79.1% | $86,436-75.9% | $134,475-84.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.09% | 6782.58%-6788.7pp | 4394.89%-4401.0pp | 417.96%-424.1pp |
| Employer contribution / active EE | $6,226 | $4,400+41.5% | $3,769+65.2% | $4,740+31.4% |
| Participant deferral / active EE | $8,052 | $7,246+11.1% | $6,952+15.8% | $6,400+25.8% |
| Admin fee / account holder | $297 | $8,371-96.5% | $6,731-95.6% | $11,426-97.4% |