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 | $56,524 | $138,044-59.1% | $125,339-54.9% | $134,475-58.0% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.1pp | 81.2%-9.0pp |
| Annual return | -8.31% | 750.33%-758.6pp | 572.05%-580.4pp | 417.96%-426.3pp |
| Employer contribution / active EE | $2,439 | $5,243-53.5% | $4,814-49.3% | $4,740-48.5% |
| Participant deferral / active EE | $5,486 | $7,799-29.7% | $7,446-26.3% | $6,400-14.3% |
| Admin fee / account holder | $152 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |