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 8-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 | $22,508 | $92,703-75.7% | $82,719-72.8% | $134,475-83.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.30% | 944.92%-965.2pp | 701.18%-721.5pp | 417.96%-438.3pp |
| Employer contribution / active EE | $5,098 | $3,274+55.7% | $3,009+69.4% | $4,740+7.6% |
| Participant deferral / active EE | $9,426 | $4,802+96.3% | $4,395+114.5% | $6,400+47.3% |
| Admin fee / account holder | $165 | $5,983-97.2% | $5,329-96.9% | $11,426-98.6% |