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 | $18,051 | $138,044-86.9% | $125,339-85.6% | $134,475-86.6% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -14.05% | 750.33%-764.4pp | 572.05%-586.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $1,003 | $5,243-80.9% | $4,814-79.2% | $4,740-78.8% |
| Participant deferral / active EE | $3,574 | $7,799-54.2% | $7,446-52.0% | $6,400-44.1% |
| Admin fee / account holder | $200 | $11,571-98.3% | $10,010-98.0% | $11,426-98.2% |