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 | $31,292 | $138,065-77.3% | $123,544-74.7% | $135,375-76.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.56% | 153.68%-162.2pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $902 | $5,151-82.5% | $4,628-80.5% | $4,779-81.1% |
| Participant deferral / active EE | $2,606 | $6,799-61.7% | $6,426-59.4% | $5,609-53.5% |
| Admin fee / account holder | $239 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |