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 | $93,717 | $135,635-30.9% | $110,238-15.0% | $135,375-30.8% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -6.12% | 513.19%-519.3pp | 314.74%-320.9pp | 519.73%-525.9pp |
| Employer contribution / active EE | $3,985 | $4,906-18.8% | $3,826+4.1% | $4,779-16.6% |
| Participant deferral / active EE | $11,184 | $5,506+103.1% | $4,672+139.4% | $5,609+99.4% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |