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 | $49,048 | $138,044-64.5% | $125,339-60.9% | $134,475-63.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.57% | 750.33%-770.9pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $5,459 | $5,243+4.1% | $4,814+13.4% | $4,740+15.2% |
| Participant deferral / active EE | $9,561 | $7,799+22.6% | $7,446+28.4% | $6,400+49.4% |
| Admin fee / account holder | $66 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |