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 | $27,598 | $138,065-80.0% | $123,544-77.7% | $135,375-79.6% |
| Participation rate | 76.2% | 84.7%-8.5pp | 82.3%-6.1pp | 82.6%-6.5pp |
| Annual return | -5.07% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,442 | $5,151-52.6% | $4,628-47.2% | $4,779-48.9% |
| Participant deferral / active EE | $2,868 | $6,799-57.8% | $6,426-55.4% | $5,609-48.9% |
| Admin fee / account holder | $232 | $10,916-97.9% | $9,284-97.5% | $10,827-97.9% |