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 | $82,718 | $138,044-40.1% | $125,339-34.0% | $134,475-38.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.45% | 750.33%-768.8pp | 572.05%-590.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,364 | $5,243-74.0% | $4,814-71.7% | $4,740-71.2% |
| Participant deferral / active EE | $5,133 | $7,799-34.2% | $7,446-31.1% | $6,400-19.8% |
| Admin fee / account holder | $241 | $11,571-97.9% | $10,010-97.6% | $11,426-97.9% |