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 8-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 | $33,774 | $138,044-75.5% | $125,339-73.1% | $134,475-74.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.30% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,395 | $5,243-54.3% | $4,814-50.3% | $4,740-49.5% |
| Participant deferral / active EE | $8,480 | $7,799+8.7% | $7,446+13.9% | $6,400+32.5% |
| Admin fee / account holder | $294 | $11,571-97.5% | $10,010-97.1% | $11,426-97.4% |