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 | $32,240 | $138,065-76.6% | $123,544-73.9% | $135,375-76.2% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -7.65% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $907 | $5,151-82.4% | $4,628-80.4% | $4,779-81.0% |
| Participant deferral / active EE | $3,579 | $6,799-47.4% | $6,426-44.3% | $5,609-36.2% |
| Admin fee / account holder | $41 | $10,916-99.6% | $9,284-99.6% | $10,827-99.6% |