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 | $18,058 | $90,600-80.1% | $79,464-77.3% | $135,375-86.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.67% | 977.43%-984.1pp | 718.14%-724.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $787 | $3,068-74.3% | $2,800-71.9% | $4,779-83.5% |
| Participant deferral / active EE | $1,047 | $4,050-74.1% | $3,704-71.7% | $5,609-81.3% |
| Admin fee / account holder | $93 | $5,907-98.4% | $5,113-98.2% | $10,827-99.1% |