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 | $67,781 | $180,449-62.4% | $154,107-56.0% | $135,375-49.9% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -6.54% | 888.09%-894.6pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $6,346 | $6,035+5.1% | $5,298+19.8% | $4,779+32.8% |
| Participant deferral / active EE | $4,932 | $5,806-15.1% | $5,081-2.9% | $5,609-12.1% |
| Admin fee / account holder | $222 | $16,143-98.6% | $13,411-98.3% | $10,827-98.0% |