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 | $90,060 | $197,825-54.5% | $155,790-42.2% | $125,391-28.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.90% | 86.74%-88.6pp | 71.54%-73.4pp | 282.22%-284.1pp |
| Employer contribution / active EE | $2,389 | $4,847-50.7% | $3,836-37.7% | $4,866-50.9% |
| Participant deferral / active EE | $4,761 | $5,630-15.4% | $4,797-0.7% | $5,352-11.0% |
| Admin fee / account holder | $127 | $9,545-98.7% | $7,478-98.3% | $9,540-98.7% |