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 | $25,654 | $138,065-81.4% | $123,544-79.2% | $135,375-81.0% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -6.71% | 153.68%-160.4pp | 119.20%-125.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,697 | $5,151-67.1% | $4,628-63.3% | $4,779-64.5% |
| Participant deferral / active EE | $3,727 | $6,799-45.2% | $6,426-42.0% | $5,609-33.6% |
| Admin fee / account holder | $246 | $10,916-97.8% | $9,284-97.4% | $10,827-97.7% |