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 | $32,192 | $92,703-65.3% | $82,719-61.1% | $134,475-76.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -3.54% | 944.92%-948.5pp | 701.18%-704.7pp | 417.96%-421.5pp |
| Employer contribution / active EE | $3,359 | $3,274+2.6% | $3,009+11.6% | $4,740-29.1% |
| Participant deferral / active EE | $7,521 | $4,802+56.6% | $4,395+71.1% | $6,400+17.5% |
| Admin fee / account holder | $8 | $5,983-99.9% | $5,329-99.8% | $11,426-99.9% |