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 5-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 | $75,190 | $138,044-45.5% | $125,339-40.0% | $134,475-44.1% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -15.80% | 750.33%-766.1pp | 572.05%-587.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $12,386 | $5,243+136.2% | $4,814+157.3% | $4,740+161.3% |
| Participant deferral / active EE | $13,592 | $7,799+74.3% | $7,446+82.5% | $6,400+112.4% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |