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 | $30,264 | $138,044-78.1% | $125,339-75.9% | $134,475-77.5% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -16.13% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $3,797 | $5,243-27.6% | $4,814-21.1% | $4,740-19.9% |
| Participant deferral / active EE | $11,102 | $7,799+42.4% | $7,446+49.1% | $6,400+73.5% |
| Admin fee / account holder | $55 | $11,571-99.5% | $10,010-99.5% | $11,426-99.5% |