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 | $86,113 | $135,635-36.5% | $110,238-21.9% | $135,375-36.4% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.8%-2.0pp | 82.6%-4.9pp |
| Annual return | -8.20% | 513.19%-521.4pp | 314.74%-322.9pp | 519.73%-527.9pp |
| Employer contribution / active EE | $6,610 | $4,906+34.7% | $3,826+72.7% | $4,779+38.3% |
| Participant deferral / active EE | $8,521 | $5,506+54.8% | $4,672+82.4% | $5,609+51.9% |
| Admin fee / account holder | $17 | $11,457-99.9% | $8,547-99.8% | $10,827-99.8% |