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 | $30,155 | $138,044-78.2% | $125,339-75.9% | $134,475-77.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -14.92% | 750.33%-765.2pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,510 | $5,243-71.2% | $4,814-68.6% | $4,740-68.1% |
| Participant deferral / active EE | $4,231 | $7,799-45.8% | $7,446-43.2% | $6,400-33.9% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |