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 5-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 | $21,089 | $99,640-78.8% | $86,436-75.6% | $134,475-84.3% |
| Participation rate | 71.4% | 82.0%-10.6pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -18.52% | 6782.58%-6801.1pp | 4394.89%-4413.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,771 | $4,400-14.3% | $3,769+0.1% | $4,740-20.4% |
| Participant deferral / active EE | $4,544 | $7,246-37.3% | $6,952-34.6% | $6,400-29.0% |
| Admin fee / account holder | $265 | $8,371-96.8% | $6,731-96.1% | $11,426-97.7% |