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 | $35,484 | $180,449-80.3% | $154,107-77.0% | $135,375-73.8% |
| Participation rate | 76.2% | 87.4%-11.2pp | 83.0%-6.8pp | 82.6%-6.5pp |
| Annual return | -8.31% | 888.09%-896.4pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,849 | $6,035-69.4% | $5,298-65.1% | $4,779-61.3% |
| Participant deferral / active EE | $5,534 | $5,806-4.7% | $5,081+8.9% | $5,609-1.3% |
| Admin fee / account holder | $27 | $16,143-99.8% | $13,411-99.8% | $10,827-99.8% |