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 | $44,969 | $97,757-54.0% | $83,848-46.4% | $135,375-66.8% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -5.55% | 1287.37%-1292.9pp | 850.88%-856.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,932 | $4,222-54.2% | $3,631-46.8% | $4,779-59.6% |
| Participant deferral / active EE | $5,750 | $4,682+22.8% | $4,082+40.9% | $5,609+2.5% |
| Admin fee / account holder | $124 | $6,674-98.1% | $5,478-97.7% | $10,827-98.9% |