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 | $54,401 | $168,632-67.7% | $147,614-63.1% | $125,391-56.6% |
| Participation rate | 76.9% | 88.8%-11.8pp | 84.6%-7.7pp | 83.2%-6.3pp |
| Annual return | -2.54% | 77.65%-80.2pp | 61.98%-64.5pp | 282.22%-284.8pp |
| Employer contribution / active EE | $5,364 | $6,252-14.2% | $5,564-3.6% | $4,866+10.2% |
| Participant deferral / active EE | $7,921 | $5,507+43.8% | $4,895+61.8% | $5,352+48.0% |
| Admin fee / account holder | $104 | $13,580-99.2% | $11,611-99.1% | $9,540-98.9% |