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 | $57,230 | $97,757-41.5% | $83,848-31.7% | $135,375-57.7% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | -6.46% | 1287.37%-1293.8pp | 850.88%-857.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,475 | $4,222-41.4% | $3,631-31.8% | $4,779-48.2% |
| Participant deferral / active EE | $13,356 | $4,682+185.2% | $4,082+227.2% | $5,609+138.1% |
| Admin fee / account holder | $248 | $6,674-96.3% | $5,478-95.5% | $10,827-97.7% |