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 | $47,292 | $138,065-65.7% | $123,544-61.7% | $135,375-65.1% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -9.18% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,620 | $5,151-49.1% | $4,628-43.4% | $4,779-45.2% |
| Participant deferral / active EE | $7,950 | $6,799+16.9% | $6,426+23.7% | $5,609+41.7% |
| Admin fee / account holder | $11 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |