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 | $145,060 | $180,449-19.6% | $154,107-5.9% | $135,375+7.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -7.62% | 888.09%-895.7pp | 735.12%-742.7pp | 519.73%-527.4pp |
| Employer contribution / active EE | $3,077 | $6,035-49.0% | $5,298-41.9% | $4,779-35.6% |
| Participant deferral / active EE | $6,940 | $5,806+19.5% | $5,081+36.6% | $5,609+23.7% |
| Admin fee / account holder | $81 | $16,143-99.5% | $13,411-99.4% | $10,827-99.2% |