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 | $48,894 | $138,044-64.6% | $125,339-61.0% | $134,475-63.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -14.80% | 750.33%-765.1pp | 572.05%-586.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,230 | $5,243-57.5% | $4,814-53.7% | $4,740-53.0% |
| Participant deferral / active EE | $8,210 | $7,799+5.3% | $7,446+10.3% | $6,400+28.3% |
| Admin fee / account holder | $60 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |