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 | $54,652 | $180,449-69.7% | $154,107-64.5% | $135,375-59.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -7.77% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,937 | $6,035-67.9% | $5,298-63.4% | $4,779-59.5% |
| Participant deferral / active EE | $5,257 | $5,806-9.5% | $5,081+3.5% | $5,609-6.3% |
| Admin fee / account holder | $298 | $16,143-98.2% | $13,411-97.8% | $10,827-97.2% |