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 | $31,771 | $135,635-76.6% | $110,238-71.2% | $135,375-76.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -7.95% | 513.19%-521.1pp | 314.74%-322.7pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,775 | $4,906-63.8% | $3,826-53.6% | $4,779-62.9% |
| Participant deferral / active EE | $4,516 | $5,506-18.0% | $4,672-3.3% | $5,609-19.5% |
| Admin fee / account holder | $286 | $11,457-97.5% | $8,547-96.7% | $10,827-97.4% |