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 | $46,384 | $104,106-55.4% | $71,086-34.8% | $135,375-65.7% |
| Participation rate | 80.0% | 65.7%+14.3pp | 54.7%+25.3pp | 82.6%-2.6pp |
| Annual return | -1.86% | 1256.30%-1258.2pp | 650.59%-652.4pp | 519.73%-521.6pp |
| Employer contribution / active EE | $2,488 | $1,485+67.6% | $1,088+128.8% | $4,779-47.9% |
| Participant deferral / active EE | $3,111 | $2,527+23.1% | $1,874+66.0% | $5,609-44.5% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |