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 | $141,688 | $190,805-25.7% | $159,960-11.4% | $134,475+5.4% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -10.82% | 552.23%-563.1pp | 408.60%-419.4pp | 417.96%-428.8pp |
| Employer contribution / active EE | $1,307 | $4,995-73.8% | $4,226-69.1% | $4,740-72.4% |
| Participant deferral / active EE | $7,108 | $6,923+2.7% | $6,182+15.0% | $6,400+11.1% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |