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 9-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 | $89,298 | $92,703-3.7% | $82,719+8.0% | $134,475-33.6% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.6%+3.9pp | 81.2%-4.8pp |
| Annual return | -18.33% | 944.92%-963.3pp | 701.18%-719.5pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,837 | $3,274-43.9% | $3,009-39.0% | $4,740-61.2% |
| Participant deferral / active EE | $4,242 | $4,802-11.7% | $4,395-3.5% | $6,400-33.7% |
| Admin fee / account holder | $212 | $5,983-96.5% | $5,329-96.0% | $11,426-98.1% |