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 | $88,683 | $135,635-34.6% | $110,238-19.6% | $135,375-34.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -5.49% | 513.19%-518.7pp | 314.74%-320.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,991 | $4,906-59.4% | $3,826-48.0% | $4,779-58.3% |
| Participant deferral / active EE | $7,059 | $5,506+28.2% | $4,672+51.1% | $5,609+25.9% |
| Admin fee / account holder | -$13 | $11,457-100.1% | $8,547-100.2% | $10,827-100.1% |