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 | $15,330 | $104,106-85.3% | $71,086-78.4% | $135,375-88.7% |
| Participation rate | 91.7% | 65.7%+26.0pp | 54.7%+37.0pp | 82.6%+9.0pp |
| Annual return | -6.85% | 1256.30%-1263.1pp | 650.59%-657.4pp | 519.73%-526.6pp |
| Employer contribution / active EE | $770 | $1,485-48.1% | $1,088-29.2% | $4,779-83.9% |
| Participant deferral / active EE | $1,253 | $2,527-50.4% | $1,874-33.2% | $5,609-77.7% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |