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 | $60,613 | $95,971-36.8% | $74,550-18.7% | $135,375-55.2% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -5.74% | 56.96%-62.7pp | 32.53%-38.3pp | 519.73%-525.5pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,410 | $3,843-37.3% | $3,108-22.5% | $5,609-57.0% |
| Admin fee / account holder | $251 | $6,522-96.2% | $5,060-95.0% | $10,827-97.7% |