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 | $113,323 | $92,703+22.2% | $82,719+37.0% | $134,475-15.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -11.18% | 944.92%-956.1pp | 701.18%-712.4pp | 417.96%-429.1pp |
| Employer contribution / active EE | $959 | $3,274-70.7% | $3,009-68.1% | $4,740-79.8% |
| Participant deferral / active EE | $12,655 | $4,802+163.5% | $4,395+187.9% | $6,400+97.7% |
| Admin fee / account holder | $40 | $5,983-99.3% | $5,329-99.2% | $11,426-99.6% |