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 | $32,577 | $95,971-66.1% | $74,550-56.3% | $135,375-75.9% |
| Participation rate | 78.9% | 75.7%+3.3pp | 69.1%+9.8pp | 82.6%-3.7pp |
| Annual return | -9.03% | 56.96%-66.0pp | 32.53%-41.6pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,201 | $2,716-19.0% | $1,961+12.2% | $4,779-53.9% |
| Participant deferral / active EE | $4,685 | $3,843+21.9% | $3,108+50.7% | $5,609-16.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |