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 7-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 | $50,850 | $190,805-73.3% | $159,960-68.2% | $134,475-62.2% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -20.24% | 552.23%-572.5pp | 408.60%-428.8pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,511 | $4,995-69.8% | $4,226-64.2% | $4,740-68.1% |
| Participant deferral / active EE | $6,499 | $6,923-6.1% | $6,182+5.1% | $6,400+1.5% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |