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 | $57,903 | $138,065-58.1% | $123,544-53.1% | $135,375-57.2% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -8.13% | 153.68%-161.8pp | 119.20%-127.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,734 | $5,151-66.3% | $4,628-62.5% | $4,779-63.7% |
| Participant deferral / active EE | $5,458 | $6,799-19.7% | $6,426-15.1% | $5,609-2.7% |
| Admin fee / account holder | $232 | $10,916-97.9% | $9,284-97.5% | $10,827-97.9% |