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 | $13,483 | $106,543-87.3% | $91,220-85.2% | $134,475-90.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.00% | 160.60%-177.6pp | 114.01%-131.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,504 | $3,331-24.8% | $2,850-12.2% | $4,740-47.2% |
| Participant deferral / active EE | $3,600 | $4,719-23.7% | $4,234-15.0% | $6,400-43.7% |
| Admin fee / account holder | $16 | $6,231-99.7% | $5,420-99.7% | $11,426-99.9% |