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 | $23,107 | $92,703-75.1% | $82,719-72.1% | $134,475-82.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -12.63% | 944.92%-957.6pp | 701.18%-713.8pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,135 | $3,274-34.8% | $3,009-29.0% | $4,740-55.0% |
| Participant deferral / active EE | $4,460 | $4,802-7.1% | $4,395+1.5% | $6,400-30.3% |
| Admin fee / account holder | $108 | $5,983-98.2% | $5,329-98.0% | $11,426-99.1% |