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 | $25,662 | $138,044-81.4% | $125,339-79.5% | $134,475-80.9% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -15.18% | 750.33%-765.5pp | 572.05%-587.2pp | 417.96%-433.1pp |
| Employer contribution / active EE | $5,677 | $5,243+8.3% | $4,814+17.9% | $4,740+19.8% |
| Participant deferral / active EE | $8,842 | $7,799+13.4% | $7,446+18.7% | $6,400+38.2% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |