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 | $39,779 | $90,600-56.1% | $79,464-49.9% | $135,375-70.6% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -6.75% | 977.43%-984.2pp | 718.14%-724.9pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,871 | $3,068-6.4% | $2,800+2.5% | $4,779-39.9% |
| Participant deferral / active EE | $5,448 | $4,050+34.5% | $3,704+47.1% | $5,609-2.9% |
| Admin fee / account holder | $137 | $5,907-97.7% | $5,113-97.3% | $10,827-98.7% |