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 9-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 | $91,873 | $92,703-0.9% | $82,719+11.1% | $134,475-31.7% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -18.35% | 944.92%-963.3pp | 701.18%-719.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $3,086 | $3,274-5.7% | $3,009+2.6% | $4,740-34.9% |
| Participant deferral / active EE | $6,919 | $4,802+44.1% | $4,395+57.4% | $6,400+8.1% |
| Admin fee / account holder | $137 | $5,983-97.7% | $5,329-97.4% | $11,426-98.8% |