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 | $12,246 | $92,703-86.8% | $82,719-85.2% | $134,475-90.9% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -17.97% | 944.92%-962.9pp | 701.18%-719.1pp | 417.96%-435.9pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,296 | $4,802-31.4% | $4,395-25.0% | $6,400-48.5% |
| Admin fee / account holder | $258 | $5,983-95.7% | $5,329-95.2% | $11,426-97.7% |