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 | $86,003 | $135,635-36.6% | $110,238-22.0% | $135,375-36.5% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -5.43% | 513.19%-518.6pp | 314.74%-320.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,937 | $4,906-60.5% | $3,826-49.4% | $4,779-59.5% |
| Participant deferral / active EE | $4,504 | $5,506-18.2% | $4,672-3.6% | $5,609-19.7% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |