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 | $43,548 | $97,757-55.5% | $83,848-48.1% | $135,375-67.8% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -5.98% | 1287.37%-1293.4pp | 850.88%-856.9pp | 519.73%-525.7pp |
| Employer contribution / active EE | $2,886 | $4,222-31.6% | $3,631-20.5% | $4,779-39.6% |
| Participant deferral / active EE | $2,849 | $4,682-39.1% | $4,082-30.2% | $5,609-49.2% |
| Admin fee / account holder | $224 | $6,674-96.6% | $5,478-95.9% | $10,827-97.9% |