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 | $60,118 | $180,449-66.7% | $154,107-61.0% | $135,375-55.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -4.11% | 888.09%-892.2pp | 735.12%-739.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $2,142 | $6,035-64.5% | $5,298-59.6% | $4,779-55.2% |
| Participant deferral / active EE | $4,454 | $5,806-23.3% | $5,081-12.3% | $5,609-20.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |