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 | $92,321 | $180,449-48.8% | $154,107-40.1% | $135,375-31.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -7.30% | 888.09%-895.4pp | 735.12%-742.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,967 | $6,035-50.8% | $5,298-44.0% | $4,779-37.9% |
| Participant deferral / active EE | $7,407 | $5,806+27.6% | $5,081+45.8% | $5,609+32.1% |
| Admin fee / account holder | $7 | $16,143-100.0% | $13,411-99.9% | $10,827-99.9% |