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 7-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 | $50,892 | $138,044-63.1% | $125,339-59.4% | $134,475-62.2% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -17.06% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,288 | $5,243-56.4% | $4,814-52.5% | $4,740-51.7% |
| Participant deferral / active EE | $6,532 | $7,799-16.2% | $7,446-12.3% | $6,400+2.1% |
| Admin fee / account holder | $227 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |