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 | $21,951 | $138,044-84.1% | $125,339-82.5% | $134,475-83.7% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -7.40% | 750.33%-757.7pp | 572.05%-579.5pp | 417.96%-425.4pp |
| Employer contribution / active EE | $1,300 | $5,243-75.2% | $4,814-73.0% | $4,740-72.6% |
| Participant deferral / active EE | $2,613 | $7,799-66.5% | $7,446-64.9% | $6,400-59.2% |
| Admin fee / account holder | $227 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |