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 | $96,630 | $138,065-30.0% | $123,544-21.8% | $135,375-28.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -7.24% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,747 | $5,151-66.1% | $4,628-62.3% | $4,779-63.4% |
| Participant deferral / active EE | $4,677 | $6,799-31.2% | $6,426-27.2% | $5,609-16.6% |
| Admin fee / account holder | $268 | $10,916-97.5% | $9,284-97.1% | $10,827-97.5% |