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 | $67,315 | $138,044-51.2% | $125,339-46.3% | $134,475-49.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.30% | 750.33%-765.6pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,446 | $5,243-72.4% | $4,814-70.0% | $4,740-69.5% |
| Participant deferral / active EE | $6,416 | $7,799-17.7% | $7,446-13.8% | $6,400+0.2% |
| Admin fee / account holder | $132 | $11,571-98.9% | $10,010-98.7% | $11,426-98.8% |