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 | $80,049 | $160,055-50.0% | $140,016-42.8% | $135,375-40.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -4.53% | 911.38%-915.9pp | 651.12%-655.6pp | 519.73%-524.3pp |
| Employer contribution / active EE | $3,408 | $6,420-46.9% | $5,606-39.2% | $4,779-28.7% |
| Participant deferral / active EE | $12,740 | $7,642+66.7% | $6,927+83.9% | $5,609+127.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |