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 | $75,136 | $138,044-45.6% | $125,339-40.1% | $134,475-44.1% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -14.15% | 750.33%-764.5pp | 572.05%-586.2pp | 417.96%-432.1pp |
| Employer contribution / active EE | $3,928 | $5,243-25.1% | $4,814-18.4% | $4,740-17.1% |
| Participant deferral / active EE | $6,839 | $7,799-12.3% | $7,446-8.2% | $6,400+6.9% |
| Admin fee / account holder | $12 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |