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 | $47,212 | $190,805-75.3% | $159,960-70.5% | $134,475-64.9% |
| Participation rate | 78.6% | 81.9%-3.4pp | 78.0%+0.6pp | 81.2%-2.7pp |
| Annual return | -14.38% | 552.23%-566.6pp | 408.60%-423.0pp | 417.96%-432.3pp |
| Employer contribution / active EE | $4,697 | $4,995-6.0% | $4,226+11.1% | $4,740-0.9% |
| Participant deferral / active EE | $10,217 | $6,923+47.6% | $6,182+65.3% | $6,400+59.7% |
| Admin fee / account holder | $193 | $10,471-98.2% | $8,698-97.8% | $11,426-98.3% |