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 | $62,720 | $180,449-65.2% | $154,107-59.3% | $135,375-53.7% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -4.58% | 888.09%-892.7pp | 735.12%-739.7pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,662 | $6,035-72.5% | $5,298-68.6% | $4,779-65.2% |
| Participant deferral / active EE | $3,033 | $5,806-47.8% | $5,081-40.3% | $5,609-45.9% |
| Admin fee / account holder | $124 | $16,143-99.2% | $13,411-99.1% | $10,827-98.9% |