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 | $30,889 | $190,805-83.8% | $159,960-80.7% | $134,475-77.0% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -20.06% | 552.23%-572.3pp | 408.60%-428.7pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,127 | $4,995-57.4% | $4,226-49.7% | $4,740-55.1% |
| Participant deferral / active EE | $5,258 | $6,923-24.1% | $6,182-15.0% | $6,400-17.8% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |