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 | $107,177 | $138,044-22.4% | $125,339-14.5% | $134,475-20.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -8.83% | 750.33%-759.2pp | 572.05%-580.9pp | 417.96%-426.8pp |
| Employer contribution / active EE | $3,254 | $5,243-37.9% | $4,814-32.4% | $4,740-31.3% |
| Participant deferral / active EE | $9,232 | $7,799+18.4% | $7,446+24.0% | $6,400+44.3% |
| Admin fee / account holder | $119 | $11,571-99.0% | $10,010-98.8% | $11,426-99.0% |