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 | $33,401 | $138,044-75.8% | $125,339-73.4% | $134,475-75.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.67% | 750.33%-771.0pp | 572.05%-592.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $4,246 | $5,243-19.0% | $4,814-11.8% | $4,740-10.4% |
| Participant deferral / active EE | $9,599 | $7,799+23.1% | $7,446+28.9% | $6,400+50.0% |
| Admin fee / account holder | $131 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |