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 9-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 | $40,423 | $152,509-73.5% | $117,472-65.6% | $134,475-69.9% |
| Participation rate | 81.8% | 77.1%+4.7pp | 70.6%+11.2pp | 81.2%+0.6pp |
| Annual return | -19.90% | 52.99%-72.9pp | 29.74%-49.6pp | 417.96%-437.9pp |
| Employer contribution / active EE | $2,867 | $5,571-48.5% | $4,176-31.3% | $4,740-39.5% |
| Participant deferral / active EE | $5,147 | $4,818+6.8% | $4,070+26.4% | $6,400-19.6% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,426-100.0% |