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 6-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 | $31,010 | $90,600-65.8% | $79,464-61.0% | $135,375-77.1% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -5.55% | 977.43%-983.0pp | 718.14%-723.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,486 | $3,068-51.6% | $2,800-46.9% | $4,779-68.9% |
| Participant deferral / active EE | $2,855 | $4,050-29.5% | $3,704-22.9% | $5,609-49.1% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |