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 | $27,908 | $92,703-69.9% | $82,719-66.3% | $134,475-79.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -10.91% | 944.92%-955.8pp | 701.18%-712.1pp | 417.96%-428.9pp |
| Employer contribution / active EE | $2,923 | $3,274-10.7% | $3,009-2.9% | $4,740-38.3% |
| Participant deferral / active EE | $5,873 | $4,802+22.3% | $4,395+33.6% | $6,400-8.2% |
| Admin fee / account holder | $205 | $5,983-96.6% | $5,329-96.2% | $11,426-98.2% |