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 | $42,486 | $180,449-76.5% | $154,107-72.4% | $135,375-68.6% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -6.79% | 888.09%-894.9pp | 735.12%-741.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $5,685 | $6,035-5.8% | $5,298+7.3% | $4,779+19.0% |
| Participant deferral / active EE | $2,280 | $5,806-60.7% | $5,081-55.1% | $5,609-59.3% |
| Admin fee / account holder | $202 | $16,143-98.8% | $13,411-98.5% | $10,827-98.1% |