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 | $115,654 | $180,449-35.9% | $154,107-25.0% | $135,375-14.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -7.10% | 888.09%-895.2pp | 735.12%-742.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $5,056 | $6,035-16.2% | $5,298-4.6% | $4,779+5.8% |
| Participant deferral / active EE | $5,629 | $5,806-3.0% | $5,081+10.8% | $5,609+0.4% |
| Admin fee / account holder | $115 | $16,143-99.3% | $13,411-99.1% | $10,827-98.9% |