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 | $66,876 | $180,449-62.9% | $154,107-56.6% | $135,375-50.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -6.29% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $2,063 | $6,035-65.8% | $5,298-61.1% | $4,779-56.8% |
| Participant deferral / active EE | $6,738 | $5,806+16.1% | $5,081+32.6% | $5,609+20.1% |
| Admin fee / account holder | $173 | $16,143-98.9% | $13,411-98.7% | $10,827-98.4% |