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 | $64,808 | $138,044-53.1% | $125,339-48.3% | $134,475-51.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -13.18% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $18,750 | $5,243+257.6% | $4,814+289.5% | $4,740+295.6% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,446-100.0% | $6,400-100.0% |
| Admin fee / account holder | $207 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |