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 | $141,667 | $180,449-21.5% | $154,107-8.1% | $135,375+4.6% |
| Participation rate | 89.5% | 87.4%+2.0pp | 83.0%+6.4pp | 82.6%+6.8pp |
| Annual return | -4.04% | 888.09%-892.1pp | 735.12%-739.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $2,425 | $6,035-59.8% | $5,298-54.2% | $4,779-49.2% |
| Participant deferral / active EE | $4,137 | $5,806-28.7% | $5,081-18.6% | $5,609-26.2% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |