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 | $65,285 | $135,635-51.9% | $110,238-40.8% | $135,375-51.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -7.60% | 513.19%-520.8pp | 314.74%-322.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,712 | $4,906-65.1% | $3,826-55.3% | $4,779-64.2% |
| Participant deferral / active EE | $3,683 | $5,506-33.1% | $4,672-21.2% | $5,609-34.3% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |