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 6-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 | $16,283 | $138,044-88.2% | $125,339-87.0% | $134,475-87.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.41% | 750.33%-765.7pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,644 | $5,243-68.6% | $4,814-65.8% | $4,740-65.3% |
| Participant deferral / active EE | $3,514 | $7,799-54.9% | $7,446-52.8% | $6,400-45.1% |
| Admin fee / account holder | $108 | $11,571-99.1% | $10,010-98.9% | $11,426-99.1% |