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 | $39,012 | $138,044-71.7% | $125,339-68.9% | $134,475-71.0% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -16.09% | 750.33%-766.4pp | 572.05%-588.1pp | 417.96%-434.0pp |
| Employer contribution / active EE | $2,415 | $5,243-53.9% | $4,814-49.8% | $4,740-49.1% |
| Participant deferral / active EE | $8,619 | $7,799+10.5% | $7,446+15.7% | $6,400+34.7% |
| Admin fee / account holder | $34 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |