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 | $16,057 | $90,600-82.3% | $79,464-79.8% | $135,375-88.1% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -8.81% | 977.43%-986.2pp | 718.14%-727.0pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,703 | $3,068-44.5% | $2,800-39.2% | $4,779-64.4% |
| Participant deferral / active EE | $4,952 | $4,050+22.3% | $3,704+33.7% | $5,609-11.7% |
| Admin fee / account holder | $78 | $5,907-98.7% | $5,113-98.5% | $10,827-99.3% |