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 | $52,380 | $97,757-46.4% | $83,848-37.5% | $135,375-61.3% |
| Participation rate | 95.2% | 80.0%+15.3pp | 76.1%+19.1pp | 82.6%+12.6pp |
| Annual return | -8.29% | 1287.37%-1295.7pp | 850.88%-859.2pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,040 | $4,222-75.4% | $3,631-71.3% | $4,779-78.2% |
| Participant deferral / active EE | $4,161 | $4,682-11.1% | $4,082+1.9% | $5,609-25.8% |
| Admin fee / account holder | $151 | $6,674-97.7% | $5,478-97.2% | $10,827-98.6% |