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 | $33,985 | $152,509-77.7% | $117,472-71.1% | $134,475-74.7% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -12.89% | 52.99%-65.9pp | 29.74%-42.6pp | 417.96%-430.9pp |
| Employer contribution / active EE | $2,714 | $5,571-51.3% | $4,176-35.0% | $4,740-42.7% |
| Participant deferral / active EE | $4,594 | $4,818-4.6% | $4,070+12.9% | $6,400-28.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |