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 | $11,500 | $84,402-86.4% | $61,373-81.3% | $134,475-91.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -13.88% | 584.55%-598.4pp | 338.61%-352.5pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,437 | $1,544+57.8% | $1,159+110.2% | $4,740-48.6% |
| Participant deferral / active EE | $6,786 | $2,819+140.7% | $2,125+219.3% | $6,400+6.0% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |