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 | $41,161 | $138,044-70.2% | $125,339-67.2% | $134,475-69.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.86% | 750.33%-766.2pp | 572.05%-587.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $3,681 | $5,243-29.8% | $4,814-23.5% | $4,740-22.3% |
| Participant deferral / active EE | $3,681 | $7,799-52.8% | $7,446-50.6% | $6,400-42.5% |
| Admin fee / account holder | $141 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |