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 | $24,346 | $138,044-82.4% | $125,339-80.6% | $134,475-81.9% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -18.15% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,201 | $5,243-77.1% | $4,814-75.0% | $4,740-74.7% |
| Participant deferral / active EE | $3,350 | $7,799-57.0% | $7,446-55.0% | $6,400-47.7% |
| Admin fee / account holder | $47 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |