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 | $48,215 | $138,044-65.1% | $125,339-61.5% | $134,475-64.1% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -15.59% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,264 | $5,243-56.8% | $4,814-53.0% | $4,740-52.2% |
| Participant deferral / active EE | $4,386 | $7,799-43.8% | $7,446-41.1% | $6,400-31.5% |
| Admin fee / account holder | $216 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |