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 | $20,814 | $90,600-77.0% | $79,464-73.8% | $135,375-84.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.59% | 977.43%-985.0pp | 718.14%-725.7pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,389 | $3,068-54.7% | $2,800-50.4% | $4,779-70.9% |
| Participant deferral / active EE | $2,437 | $4,050-39.8% | $3,704-34.2% | $5,609-56.6% |
| Admin fee / account holder | $239 | $5,907-96.0% | $5,113-95.3% | $10,827-97.8% |