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 | $46,506 | $97,757-52.4% | $83,848-44.5% | $135,375-65.6% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -8.29% | 1287.37%-1295.7pp | 850.88%-859.2pp | 519.73%-528.0pp |
| Employer contribution / active EE | $3,437 | $4,222-18.6% | $3,631-5.3% | $4,779-28.1% |
| Participant deferral / active EE | $7,006 | $4,682+49.6% | $4,082+71.6% | $5,609+24.9% |
| Admin fee / account holder | $24 | $6,674-99.6% | $5,478-99.6% | $10,827-99.8% |