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 6-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 | $40,990 | $138,044-70.3% | $125,339-67.3% | $134,475-69.5% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -20.38% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $3,453 | $5,243-34.1% | $4,814-28.3% | $4,740-27.2% |
| Participant deferral / active EE | $10,684 | $7,799+37.0% | $7,446+43.5% | $6,400+66.9% |
| Admin fee / account holder | $281 | $11,571-97.6% | $10,010-97.2% | $11,426-97.5% |