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 | $137,251 | $138,044-0.6% | $125,339+9.5% | $134,475+2.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.10% | 750.33%-768.4pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,082 | $5,243-41.2% | $4,814-36.0% | $4,740-35.0% |
| Participant deferral / active EE | $7,590 | $7,799-2.7% | $7,446+1.9% | $6,400+18.6% |
| Admin fee / account holder | $53 | $11,571-99.5% | $10,010-99.5% | $11,426-99.5% |