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 | $77,540 | $180,449-57.0% | $154,107-49.7% | $135,375-42.7% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -6.79% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $1,368 | $6,035-77.3% | $5,298-74.2% | $4,779-71.4% |
| Participant deferral / active EE | $7,596 | $5,806+30.8% | $5,081+49.5% | $5,609+35.4% |
| Admin fee / account holder | $241 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |