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 | $19,967 | $104,106-80.8% | $71,086-71.9% | $135,375-85.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -6.64% | 1256.30%-1262.9pp | 650.59%-657.2pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,818 | $1,485+22.4% | $1,088+67.2% | $4,779-62.0% |
| Participant deferral / active EE | $5,705 | $2,527+125.8% | $1,874+204.4% | $5,609+1.7% |
| Admin fee / account holder | $199 | $4,142-95.2% | $3,082-93.5% | $10,827-98.2% |