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 9-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 | $39,834 | $138,044-71.1% | $125,339-68.2% | $134,475-70.4% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -15.61% | 750.33%-765.9pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $2,523 | $5,243-51.9% | $4,814-47.6% | $4,740-46.8% |
| Participant deferral / active EE | $5,357 | $7,799-31.3% | $7,446-28.1% | $6,400-16.3% |
| Admin fee / account holder | $151 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |