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 | $55,258 | $135,635-59.3% | $110,238-49.9% | $135,375-59.2% |
| Participation rate | 88.2% | 83.5%+4.8pp | 79.8%+8.4pp | 82.6%+5.6pp |
| Annual return | -6.24% | 513.19%-519.4pp | 314.74%-321.0pp | 519.73%-526.0pp |
| Employer contribution / active EE | $3,210 | $4,906-34.6% | $3,826-16.1% | $4,779-32.8% |
| Participant deferral / active EE | $5,414 | $5,506-1.7% | $4,672+15.9% | $5,609-3.5% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |