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 | $85,674 | $97,757-12.4% | $83,848+2.2% | $135,375-36.7% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -6.46% | 1287.37%-1293.8pp | 850.88%-857.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,067 | $4,222-51.0% | $3,631-43.1% | $4,779-56.8% |
| Participant deferral / active EE | $6,156 | $4,682+31.5% | $4,082+50.8% | $5,609+9.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |