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 | $22,046 | $45,152-51.2% | $73,843-70.1% | $59,632-63.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.20% | 27.40%-28.6pp | 2267.84%-2269.0pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $3,934 | $1,902+106.9% | $2,787+41.1% | $2,203+78.6% |
| Participant deferral / active EE | $1,473 | $2,574-42.8% | $3,583-58.9% | $3,192-53.9% |
| Admin fee / account holder | $232 | $3,516-93.4% | $4,880-95.3% | $4,297-94.6% |