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 | $37,972 | $138,044-72.5% | $125,339-69.7% | $134,475-71.8% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -18.23% | 750.33%-768.6pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $3,239 | $5,243-38.2% | $4,814-32.7% | $4,740-31.7% |
| Participant deferral / active EE | $12,151 | $7,799+55.8% | $7,446+63.2% | $6,400+89.9% |
| Admin fee / account holder | $127 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |