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 | $42,829 | $168,632-74.6% | $147,614-71.0% | $125,391-65.8% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -2.75% | 77.65%-80.4pp | 61.98%-64.7pp | 282.22%-285.0pp |
| Employer contribution / active EE | $3,773 | $6,252-39.7% | $5,564-32.2% | $4,866-22.5% |
| Participant deferral / active EE | $2,974 | $5,507-46.0% | $4,895-39.2% | $5,352-44.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |