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 6-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 | $36,247 | $133,958-72.9% | $112,228-67.7% | $134,475-73.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.81% | 47.11%-65.9pp | 27.45%-46.3pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,246 | $4,038-19.6% | $3,635-10.7% | $4,740-31.5% |
| Participant deferral / active EE | $7,210 | $5,291+36.3% | $4,728+52.5% | $6,400+12.7% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |