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 | $74,077 | $138,065-46.3% | $123,544-40.0% | $135,375-45.3% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -7.45% | 153.68%-161.1pp | 119.20%-126.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $6,839 | $5,151+32.8% | $4,628+47.8% | $4,779+43.1% |
| Participant deferral / active EE | $5,360 | $6,799-21.2% | $6,426-16.6% | $5,609-4.4% |
| Admin fee / account holder | $17 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |