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 | $37,806 | $138,044-72.6% | $125,339-69.8% | $134,475-71.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.23% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,661 | $5,243-49.2% | $4,814-44.7% | $4,740-43.8% |
| Participant deferral / active EE | $19,095 | $7,799+144.9% | $7,446+156.4% | $6,400+198.4% |
| Admin fee / account holder | $163 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |