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 | $35,785 | $75,828-52.8% | $147,614-75.8% | $59,632-40.0% |
| Participation rate | 80.8% | 71.6%+9.2pp | 84.6%-3.9pp | 68.7%+12.1pp |
| Annual return | -1.11% | 0.37%-1.5pp | 61.98%-63.1pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $4,908 | $3,485+40.8% | $5,564-11.8% | $2,203+122.8% |
| Participant deferral / active EE | $3,029 | $3,130-3.2% | $4,895-38.1% | $3,192-5.1% |
| Admin fee / account holder | $0 | $5,985-100.0% | $11,611-100.0% | $4,297-100.0% |