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 | $81,920 | $138,065-40.7% | $123,544-33.7% | $135,375-39.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.28% | 153.68%-155.0pp | 119.20%-120.5pp | 519.73%-521.0pp |
| Employer contribution / active EE | $3,168 | $5,151-38.5% | $4,628-31.5% | $4,779-33.7% |
| Participant deferral / active EE | $5,721 | $6,799-15.9% | $6,426-11.0% | $5,609+2.0% |
| Admin fee / account holder | $298 | $10,916-97.3% | $9,284-96.8% | $10,827-97.3% |