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 | $56,503 | $160,055-64.7% | $140,016-59.6% | $135,375-58.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.95% | 911.38%-917.3pp | 651.12%-657.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $3,160 | $6,420-50.8% | $5,606-43.6% | $4,779-33.9% |
| Participant deferral / active EE | $5,799 | $7,642-24.1% | $6,927-16.3% | $5,609+3.4% |
| Admin fee / account holder | $233 | $13,328-98.3% | $10,705-97.8% | $10,827-97.9% |