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 8-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 | $75,737 | $92,703-18.3% | $82,719-8.4% | $134,475-43.7% |
| Participation rate | 76.9% | 75.2%+1.7pp | 72.6%+4.4pp | 81.2%-4.3pp |
| Annual return | -12.98% | 944.92%-957.9pp | 701.18%-714.2pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,672 | $3,274-48.9% | $3,009-44.4% | $4,740-64.7% |
| Participant deferral / active EE | $5,664 | $4,802+18.0% | $4,395+28.9% | $6,400-11.5% |
| Admin fee / account holder | $6 | $5,983-99.9% | $5,329-99.9% | $11,426-99.9% |