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 | $55,128 | $76,000-27.5% | $154,107-64.2% | $64,186-14.1% |
| Participation rate | 73.7% | 70.4%+3.3pp | 83.0%-9.4pp | 69.6%+4.1pp |
| Annual return | -1.20% | 30.32%-31.5pp | 735.12%-736.3pp | 7.63%-8.8pp |
| Employer contribution / active EE | $658 | $3,351-80.4% | $5,298-87.6% | $2,381-72.4% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |