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 | $32,656 | $97,757-66.6% | $83,848-61.1% | $135,375-75.9% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | -9.57% | 1287.37%-1296.9pp | 850.88%-860.4pp | 519.73%-529.3pp |
| Employer contribution / active EE | $3,832 | $4,222-9.2% | $3,631+5.5% | $4,779-19.8% |
| Participant deferral / active EE | $8,413 | $4,682+79.7% | $4,082+106.1% | $5,609+50.0% |
| Admin fee / account holder | $48 | $6,674-99.3% | $5,478-99.1% | $10,827-99.6% |