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 | $30,312 | $138,044-78.0% | $125,339-75.8% | $134,475-77.5% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -20.03% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $1,673 | $5,243-68.1% | $4,814-65.2% | $4,740-64.7% |
| Participant deferral / active EE | $6,334 | $7,799-18.8% | $7,446-14.9% | $6,400-1.0% |
| Admin fee / account holder | $197 | $11,571-98.3% | $10,010-98.0% | $11,426-98.3% |