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 7-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 | $16,376 | $138,044-88.1% | $125,339-86.9% | $134,475-87.8% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -18.57% | 750.33%-768.9pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,399 | $5,243-54.3% | $4,814-50.2% | $4,740-49.4% |
| Participant deferral / active EE | $5,232 | $7,799-32.9% | $7,446-29.7% | $6,400-18.2% |
| Admin fee / account holder | $82 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |