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 | $29,516 | $92,703-68.2% | $82,719-64.3% | $134,475-78.1% |
| Participation rate | 94.1% | 75.2%+18.9pp | 72.6%+21.6pp | 81.2%+12.9pp |
| Annual return | -15.15% | 944.92%-960.1pp | 701.18%-716.3pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,116 | $3,274-65.9% | $3,009-62.9% | $4,740-76.5% |
| Participant deferral / active EE | $2,479 | $4,802-48.4% | $4,395-43.6% | $6,400-61.3% |
| Admin fee / account holder | $3 | $5,983-99.9% | $5,329-99.9% | $11,426-100.0% |