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 9-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 | $19,211 | $90,600-78.8% | $79,464-75.8% | $135,375-85.8% |
| Participation rate | 82.4% | 76.0%+6.3pp | 73.3%+9.0pp | 82.6%-0.3pp |
| Annual return | -6.21% | 977.43%-983.6pp | 718.14%-724.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,403 | $3,068-54.3% | $2,800-49.9% | $4,779-70.6% |
| Participant deferral / active EE | $4,025 | $4,050-0.6% | $3,704+8.7% | $5,609-28.2% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |