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 | $46,562 | $180,449-74.2% | $154,107-69.8% | $135,375-65.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -4.76% | 888.09%-892.8pp | 735.12%-739.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $3,199 | $6,035-47.0% | $5,298-39.6% | $4,779-33.1% |
| Participant deferral / active EE | $8,894 | $5,806+53.2% | $5,081+75.1% | $5,609+58.6% |
| Admin fee / account holder | $5 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |