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 5-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 | $31,246 | $138,044-77.4% | $125,339-75.1% | $134,475-76.8% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -18.07% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,902 | $5,243-25.6% | $4,814-18.9% | $4,740-17.7% |
| Participant deferral / active EE | $8,924 | $7,799+14.4% | $7,446+19.8% | $6,400+39.4% |
| Admin fee / account holder | $258 | $11,571-97.8% | $10,010-97.4% | $11,426-97.7% |