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 | $45,887 | $180,449-74.6% | $154,107-70.2% | $135,375-66.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -6.08% | 888.09%-894.2pp | 735.12%-741.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $6,746 | $6,035+11.8% | $5,298+27.4% | $4,779+41.2% |
| Participant deferral / active EE | $3,207 | $5,806-44.8% | $5,081-36.9% | $5,609-42.8% |
| Admin fee / account holder | $279 | $16,143-98.3% | $13,411-97.9% | $10,827-97.4% |