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 | $57,877 | $180,449-67.9% | $154,107-62.4% | $135,375-57.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.50% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,295 | $6,035-62.0% | $5,298-56.7% | $4,779-52.0% |
| Participant deferral / active EE | $4,245 | $5,806-26.9% | $5,081-16.5% | $5,609-24.3% |
| Admin fee / account holder | $211 | $16,143-98.7% | $13,411-98.4% | $10,827-98.0% |