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 | $16,317 | $99,640-83.6% | $86,436-81.1% | $134,475-87.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.17% | 6782.58%-6800.7pp | 4394.89%-4413.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,874 | $4,400-57.4% | $3,769-50.3% | $4,740-60.5% |
| Participant deferral / active EE | $5,634 | $7,246-22.2% | $6,952-19.0% | $6,400-12.0% |
| Admin fee / account holder | $61 | $8,371-99.3% | $6,731-99.1% | $11,426-99.5% |