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 | $20,096 | $138,044-85.4% | $125,339-84.0% | $134,475-85.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.66% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,039 | $5,243-61.1% | $4,814-57.6% | $4,740-57.0% |
| Participant deferral / active EE | $3,454 | $7,799-55.7% | $7,446-53.6% | $6,400-46.0% |
| Admin fee / account holder | $62 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |