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 | $149,943 | $138,044+8.6% | $125,339+19.6% | $134,475+11.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -15.99% | 750.33%-766.3pp | 572.05%-588.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,021 | $5,243-42.4% | $4,814-37.2% | $4,740-36.3% |
| Participant deferral / active EE | $8,928 | $7,799+14.5% | $7,446+19.9% | $6,400+39.5% |
| Admin fee / account holder | $68 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |