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 6-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 | $53,640 | $138,044-61.1% | $125,339-57.2% | $134,475-60.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.02% | 750.33%-769.3pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $6,809 | $5,243+29.9% | $4,814+41.5% | $4,740+43.7% |
| Participant deferral / active EE | $15,352 | $7,799+96.9% | $7,446+106.2% | $6,400+139.9% |
| Admin fee / account holder | $199 | $11,571-98.3% | $10,010-98.0% | $11,426-98.3% |