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 | $49,446 | $138,044-64.2% | $125,339-60.5% | $134,475-63.2% |
| Participation rate | 78.9% | 84.5%-5.5pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -15.28% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $3,927 | $5,243-25.1% | $4,814-18.4% | $4,740-17.2% |
| Participant deferral / active EE | $7,023 | $7,799-9.9% | $7,446-5.7% | $6,400+9.7% |
| Admin fee / account holder | $243 | $11,571-97.9% | $10,010-97.6% | $11,426-97.9% |