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 | $45,433 | $97,757-53.5% | $83,848-45.8% | $135,375-66.4% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -1.62% | 1287.37%-1289.0pp | 850.88%-852.5pp | 519.73%-521.4pp |
| Employer contribution / active EE | $3,353 | $4,222-20.6% | $3,631-7.7% | $4,779-29.8% |
| Participant deferral / active EE | $4,148 | $4,682-11.4% | $4,082+1.6% | $5,609-26.0% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |