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 | $27,837 | $135,635-79.5% | $110,238-74.7% | $135,375-79.4% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -7.69% | 513.19%-520.9pp | 314.74%-322.4pp | 519.73%-527.4pp |
| Employer contribution / active EE | $4,708 | $4,906-4.0% | $3,826+23.0% | $4,779-1.5% |
| Participant deferral / active EE | $3,365 | $5,506-38.9% | $4,672-28.0% | $5,609-40.0% |
| Admin fee / account holder | $68 | $11,457-99.4% | $8,547-99.2% | $10,827-99.4% |